Investing on the Mild Side

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The One That Got Away
As an advisor, I am by no means immune to behavioural biases.
May 21, 2021 • 
David Bélair-Bergman, CFA

April 2021

Gift Now or Inheritance Later?
One of my favourite conversations to have with clients has to do with estate planning.
Apr 21, 2021 • 
David Bélair-Bergman, CFA
Investing is Emotional
Why does risk matter?
Apr 16, 2021 • 
David Bélair-Bergman, CFA

March 2021

The Big Shift
Switching from saving to spending in retirement
Mar 31, 2021 • 
David Bélair-Bergman, CFA
Don't Sweat The Small Stuff
Ever since I can remember I’ve dreamt of going to space.
Mar 23, 2021 • 
David Bélair-Bergman, CFA
Time is Money: Part 3
So far, we’ve talked about the three most common aspects of automating your investing:
Mar 16, 2021 • 
David Bélair-Bergman, CFA
Market Timing
When is the best time to invest?
Mar 9, 2021 • 
David Bélair-Bergman, CFA

February 2021

Time is Money: Part 2
Pay Yourself First
Feb 23, 2021 • 
David Bélair-Bergman, CFA
The Frame Game
It's not the question but how you ask it
Feb 16, 2021 • 
David Bélair-Bergman, CFA
Loss Aversion
Every birthday, my mom gives me a scratch-off lottery ticket.
Feb 9, 2021 • 
David Bélair-Bergman, CFA
Time is Money
The Power of Slow Compounding
Feb 1, 2021 • 
David Bélair-Bergman, CFA

January 2021

Overconfidence Bias
A couple of months ago, my brother-in-law asked me to join him and some friends in an NBA fantasy league.
Jan 26, 2021 • 
David Bélair-Bergman, CFA
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