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. In fact, when it comes to my own money, I’ve probably made far worse decisions when I was…
May 21, 2021
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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. I know it sounds morbid but that’s not what I’m talking about. If…
Apr 21, 2021
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David Bélair-Bergman, CFA
Investing is Emotional
Why does risk matter?
Apr 16, 2021
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David Bélair-Bergman, CFA
March 2021
The Big Shift
Switching from saving to spending in retirement
Mar 31, 2021
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David Bélair-Bergman, CFA
Don't Sweat The Small Stuff
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…
Mar 23, 2021
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David Bélair-Bergman, CFA
Time is Money: Part 3
So far, we’ve talked about the three most common aspects of automating your investing: Start saving early Save regularly Increase those contributions as…
Mar 16, 2021
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David Bélair-Bergman, CFA
Market Timing
When is the best time to invest?
Mar 9, 2021
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David Bélair-Bergman, CFA
February 2021
Time is Money: Part 2
Pay Yourself First
Feb 23, 2021
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David Bélair-Bergman, CFA
The Frame Game
It's not the question but how you ask it
Feb 16, 2021
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David Bélair-Bergman, CFA
Loss Aversion
Every birthday, my mom gives me a scratch-off lottery ticket. This year I won $100. I cashed it in and used the money to order a nice dinner for my…
Feb 9, 2021
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David Bélair-Bergman, CFA
Time is Money
The Power of Slow Compounding
Feb 1, 2021
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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. Outside of the Raptors playoff games in 2019…
Jan 26, 2021
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David Bélair-Bergman, CFA
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