Dolan Capital Advisors, Inc.

Insights

Concentration Risk

Are you overexposed to a small number of securities?

Mandatory Roth Catch-Up Rule Delayed

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

Preparing for The Moment

Dark days in the market are inevitable, and your response to such an event will have a huge impact on your financial future.

A Personal Story on Home Buying & Cash Flow

How I’m Thinking About My First Home Purchase

Trusting the Market

Market Prices are Your Friend

In Love With Cash?

Cashing in on higher interest rates is great, but have you calculated your “real” return?