Investing on the Mild Side

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Ever since I can remember I’ve dreamt of going to space. I want to experience weightlessness, be able to say I’ve left the only place humans have ever called home, and look down at what I can only imagine is a breathtaking view. Most of all I want an unobstructed view of the…
David Bélair-Bergman, CFA
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As an advisor, I am by no means immune to behavioural biases. In fact, when it comes to my own money, I’ve probably made far worse decisions when I was…
David Bélair-Bergman, CFA
One of my favourite conversations to have with clients has to do with estate planning. I know it sounds morbid but that’s not what I’m talking about. If…
David Bélair-Bergman, CFA
Why does risk matter?
David Bélair-Bergman, CFA
Switching from saving to spending in retirement
David Bélair-Bergman, CFA
So far, we’ve talked about the three most common aspects of automating your investing: Start saving early Save regularly Increase those contributions as…
David Bélair-Bergman, CFA
When is the best time to invest?
David Bélair-Bergman, CFA
Pay Yourself First
David Bélair-Bergman, CFA
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Investing on the Mild Side

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