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Behavioral Finance: Why Your Investing Mindset Matters Just as Much as Your Portfolio Mix

Behavioral Finance: Why Your Investing Mindset Matters Just as Much as Your Portfolio Mix

by Hannah McVean | Nov 22, 2023 | Financial Planning

What’s a bigger driver of investment performance – asset allocation or your investing behaviour? Many people likely believe that neither of these is the biggest driver of portfolio performance, but instead that the biggest driver is security selection. There is...
Understanding Money Trauma: Navigating Overspending with the Window of Regulation

Understanding Money Trauma: Navigating Overspending with the Window of Regulation

by Hannah McVean | Oct 31, 2023 | Financial Planning

You could have money trauma. Like all trauma, it’s different for everyone. At the very least, you may have some emotional wounding, cognitive distortions, or negative feelings around money. I’ll explore these themes more deeply in separate articles. Suffice to say for...

Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson
Hannah McVean

Recent Posts

  • Behavioral Finance: Why Your Investing Mindset Matters Just as Much as Your Portfolio Mix November 22, 2023
  • Understanding Money Trauma: Navigating Overspending with the Window of Regulation October 31, 2023
  • Can Lyle, 48, and Tonia, 53, Afford To Trade Their Home For Two Condos? October 20, 2023
  • Why Couples Should Consider Co-Mingling Their Finances August 15, 2023
  • How to develop a retirement plan July 18, 2023
  • Fee Only Financial Planning: The Benefits of Transparency and Personalization July 7, 2023
  • Should You Include Your Pension In Your Net Worth? July 4, 2023
  • 4 Strategies For Income Splitting With A Lower-Income Spouse June 26, 2023
  • Should You Transfer Your DC Pension Plan To A Discount Brokerage? June 26, 2023
  • What To Do When You Overcontribute To Your RRSP June 19, 2023
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