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Investor Behavior

Does Behavioral Finance Matter?

ByDavid Waldrop Updated onDecember 19, 2024

Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently…

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Mutual Fund Share Classes - How They Work

Mutual Fund Share Classes – How They Work

ByDavid Waldrop Updated onFebruary 8, 2024

Mutual fund share classes can often be confusing for investors looking to save for retirement. Understanding how they work is key to…

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Investing vs Gambling - Don't Neglect Your 401(k)

401k Trustees – It’s Time To Review Your Plan

ByDavid Waldrop Updated onOctober 17, 2018

It isn’t lost on small business 401k trustees that these plans are not for the faint of heart. Endless changes in regulations…

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Mutual Funds - What You Need To Know

Mutual Funds – What You Need To Know

ByDavid Waldrop Updated onNovember 22, 2024

If you have a work place retirement account, you are likely investing in mutual funds. While other investment vehicles like exchange traded…

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Bond Mutual Funds - What You Need To Know

Bond Mutual Funds – What You Need To Know

ByDavid Waldrop Updated onDecember 9, 2024

There is much more to bond mutual funds than meets the eye. Building a diversified mutual fund portfolio will often require the…

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David’s Personal Finance Q&A - January 2018

David’s Personal Finance Q&A – February 2017

ByDavid Waldrop Updated onFebruary 2, 2017

Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…

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Bridgeview Capital Advisors, Inc.
Office: (916) 235-6857
5170 Golden Foothill Parkway
El Dorado Hills, CA 95762

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

© 2025 Bridgeview Capital Advisors, Inc.

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  • Home
  • Company
    • David N. Waldrop, CFP®
    • Investment Management
    • Financial Planning
    • Tax planning
  • Client Center
    • Charles Schwab & Co.
    • Client Web Portal
    • Empower Retirement 401(k) Participant Login
    • Bridgeview Capital Advisors, Inc – Disclosures
    • Client Questionnaire
    • Code of Ethics
    • Privacy Notice
  • Personal Finance Blog
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