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 Robby Scholes | Mar 10, 2022 | Investor Behavior
The start of 2022 has seen an uptick of volatility in the global markets, with new storm clouds emerging that were not present just a few months ago. Two main events have shaken the markets and continue to cloud economic visibility. The invasion of Ukraine by Russian...
by Derek Williams | Feb 3, 2022 | Investing, Investor Behavior, Portfolio
Last year, when the market was racing towards all-time highs, we published a piece about what to do if and when the market levels back out. But who reads “doom and gloom” when you’re looking at record-setting gains and numbers you’ve never seen in your portfolio...
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 Brian Cook | Dec 16, 2021 | Investor Behavior
Seventy-one percent of investors are worried that rising inflation will hurt their retirement savings. They’re concerned inflation will erode the savings they do have, that lower interest rates will slow their savings growth, and that a resurgence of Covid-19 could...
by Brian Cook | Sep 10, 2021 | Investor Behavior
The stock market is incredibly complex. Hundreds, if not thousands of factors work together to push prices up and down every single day. In 2020, 55% of adults in the US invested in the stock market, so you could really say there are millions of individual factors at...
