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Archives July 2026

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2026
July

Financial Planning

Herd Mentality: The Crowd Offers Comfort, but Structure Offers Clarity

Jul 27, 2026 Paul Williams 0 Comment

Herd mentality can quietly influence financial decisions. Understand why the crowd feels comforting but how structure brings clarity and confidence.

Financial Planning Investment Management

The Problem With Using the Past to Make Financial Decisions

Jul 20, 2026 Paul Williams 0 Comment

Move forward instead of over-considering the past in financial decisions.

Financial Planning Investment Management

The Disposition Effect: Why Investors Hold Losers and Sell Winners Too Soon

Jul 13, 2026 Paul Williams 0 Comment

The disposition effect leads investors to sell winning investments too quickly and hold losing ones too long.

Financial Planning Investment Management

Overconfidence in Investing: Understanding the Bias That Quietly Shapes Financial Decisions

Jul 2, 2026 Paul Williams 0 Comment

How overconfidence in investing often influences financial decisions, and how a structured planning system helps investors stay grounded and make better long‑term choices.

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Latest Insights

The Financial Impact of College Choice: How to Choose a College Based on Cost
The Best Ways to Save for College: A Clear Guide for Today’s Families
Herd Mentality: The Crowd Offers Comfort, but Structure Offers Clarity
The Problem With Using the Past to Make Financial Decisions
The Disposition Effect: Why Investors Hold Losers and Sell Winners Too Soon

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Important

Dominion Financial Advisors, LLC, is a registered investment adviser with the state of Texas and may only transact business with residents of Texas AND residents of other states where we are legally permitted, subject to exemptions or exclusions from registration requirements. (This applies to most states, subject to local requirements.) Registration with the state securities authority does not imply a certain level of skill or training. More...