Dolan Capital Advisors, Inc.

Insights

Go Big or Go Home

Should we only be buying the largest companies?

The historically bad month of September reared its ugly head again in 2023, and I couldn’t care less.

The time when many people prioritize education planning is often a time where their own competing financial goals are among their most pressing.

People often forget about how much opportunity there is to invest outside of the US. It’s hard to blame them though.

Are you overexposed to a small number of securities?

Many savers above the age of 50 are breathing a sigh of relief following the release of IRS Notice 2023-62.