by Dave McDougall | May 19, 2023 | Investor Behavior
The volatility of US banks is a growing concern for many of our tax and investing clients. With each bank collapse, it seems like more and more clients are asking about their own investments and deposits—especially those who own businesses or have a significant amount...
by Dave McDougall | Feb 10, 2023 | Goal Setting
What matters more: saving money today, or reaching your financial goals for tomorrow? Paying for home renovations and taking a family vacation, or saving for retirement and paying off credit card debt? And where does saving for mid-term goals, like a new car or your...
by Dave McDougall | Sep 28, 2022 | Wealth Management
Open enrollment is the short enrollment period offered once every calendar year by companies that provide health coverage, special insurance, education incentives, and other job benefits. Open enrollment periods happen annually (typically in the fall) and last a few...
by Dave McDougall | Jan 4, 2022 | Investor Behavior, Wealth Management
It’s tough to overcome emotional biases in investing because they’re basically embedded filters in our thinking. They’re not usually rational, they don’t help you invest smarter, and many investors are unaware they even have these filters in place to begin with. ...
by Dave McDougall | Aug 16, 2021 | Wealth Management
Student loan debt is now at an all-time high, according to Forbes. Collectively, the 45 million Americans with student debt owe $1.7 trillion (yes, trillion, with a “t!”). Student debt has surpassed credit card and car debt, making it the second greatest source of...
