Critical Security Best Practices

The IRS recently released a new “Taxes-Security-Together” Checklist with their Security Summit partners. The list is to help tax professionals review critical security steps to ensure they are fully protecting their computers and email as well as safeguarding sensitive taxpayer data. Although much has been done to reduce the amount of tax-related identity theft and […]


The Green New Deal Scotland should be discussing

Common Weal is a Scottish think tank that promotes independence on a cross-party basis. It director, Robin McAlpine, noted (with more than a hint of despair) that in his opinion the SNP is not taking the Green New Deal seriously enough in a blog post today. He suggested as evidence that this autumn’s SNP conference […]


NMHC: Apartment Market Tightness Index Increased in July

The National Multifamily Housing Council (NMHC) released their July report: July NMHC Quarterly Survey Finds Strong Ongoing Demand The enduring strength of the apartment market was the main takeaway of the National Multifamily Housing Council’s Quarterly Survey of Apartment Market Conditions for July 2019, as the Market Tightness (60), Equity Financing (56), and Debt Financing […]

Real Estate

Oregon’s Proposed Ban on Single-Family Zoning Could Nearly Triple For-Sale Housing Supply in the Portland Metro

Redfin created a model to determine which properties in the Portland area are most likely to be redeveloped. If all the likely candidates were converted from single-family homes into multi-family dwellings, the number of homes for sale would increase from roughly 8,000 to more than 22,000. Oregon is coming close to becoming the first state […]


Fed ahead: Communication is key

In May, we wrote about the US Federal Reserve’s (Fed) evolving policymaking framework as it considers a shift to average inflation targeting. This new framework would allow the Fed to focus on urging average inflation toward its mandated target of 2%. The market set out to test the Fed as inflation trended lower in early […]


Philly Fed Mfg “Current Manufacturing Indicators Suggest Continued Growth in July”

From the Philly Fed: July 2019 Manufacturing Business Outlook Survey Manufacturing conditions in the region showed improvement this month, according to firms responding to the July Manufacturing Business Outlook Survey. The survey’s indexes for general activity, new orders, shipments, and employment remained positive and increased from their June readings. Most of the survey’s future activity […]


Filing Income Tax Return for FY 2018-19

An Income Tax Return (ITR) is the tax form/s in which taxpayer files information about his Income. The tax return can be filed through different ITR forms and the income earned during a financial year is used to calculate the tax liability. Who should file an ITR As per Income Tax Act 1961 and the Income Tax Rules 1962, […]

Real Estate

The Surprising Profile of the Real Estate Investor

Over 10% of all residential homes are purchased by investors, and that number continues to rise. Who are these investors? Many have speculated that the large institutional conglomerates such as Blackstone, American Homes 4 Rent, and Colony Starwood dominate investor purchases. However, a special report on investor home buying by CoreLogic, Don’t Call it a […]


Time off

I am on holiday for a week from tomorrow. I know this does not usually stop me blogging. But I intend to be quiet for a few days. It’s a been frantic period.


The importance of income today (and our bond market views)

Central banks are shifting toward monetary easing, as they seek to cushion a global growth slowdown sparked by rising trade tensions. This policy pivot should extend the long expansion, we believe, creating a supportive backdrop for income-generating assets. We see income, or carry, as the key driver of bond market returns in today’s low-for-long world, […]


5 Reasons to Switch to a Robo-Adviser

If the term robo-adviser conjures up images of C-3PO controlling your money, relax: we’re not robots. So, why are Canadians making the switch to a robo-adviser? We leverage technology to create a modern online experience for the benefit of our clients. “Robo-adviser” is a recent term, used to describe a variety of new and innovative […]


Get a better understanding of account performance with newly enhanced charts

At WealthBar, we’re committed to making your investments easy to understand. That’s why, when we recently enhanced our performance chart to show contributions as well as market value, we took a slightly unconventional approach. Specifically, the contribution line on our charts always begins at the opening market value of the period shown. This more clearly […]