Investment Management Archives - Dominion Financial Advisors

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.

Investment Management

IPOs Are Everywhere in the News—But The IPO Performance Story Is Very Different

Jun 29, 2026 Paul Williams 0 Comment

How IPOs work, why newly public companies often underperform, how index funds may be required to buy them anyway, and why rules‑based managers like Avantis delay IPO inclusion to protect long‑term investors.

Investment Management

Asset Allocation vs. Asset Location: The Two Decisions That Shape Your Long‑Term Results

Jun 15, 2026 Paul Williams 0 Comment

Investment Management

Understanding Value Investing

Jun 8, 2026 Paul Williams 0 Comment

Investment Management

Is Texas Smarter Than Harvard?

Dec 16, 2025 Paul Williams 0 Comment

Bitcoin

Investment Management

I’m A Commercial Real Estate Broker: Should I Invest In Commercial Real Estate?

Sep 30, 2025 Paul Williams 0 Comment

Income Taxes Investment Management

Understanding Wash Sale Rules

Sep 16, 2025 Paul Williams 0 Comment

Wash sale.

Income Taxes Investment Management

What Is Tax Loss Harvesting?

Sep 9, 2025 Paul Williams 0 Comment