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Wealth

Market Update. After US equity markets hit new highs in early July, volatility returns in early August

Prepare for some volatility in August as analysts watch international indicators that are hinting signs of slowing economic growth. Market dips and corrections are normal, so investors should maintain a long-term approach. After riding a high in July, August markets opened with a temporary dip after US President Donald Trump threw a sudden curveball in […]

Wealth

Could E-Sports Earn Your Child A Scholarship?

There has probably been an afternoon or evening where your child was playing Fortnite with their friends and you could hear screams and yells, thinking to yourself, “what in the heck is going on in there?” You’ve probably had to yell once or twice before dinner or bedtime to get off the gaming system, and […]

Wealth

Should I Loan Money To Friends and Family

Every quarter the Federal Reserve reports on national household debt, and every quarter we’re reminded of the trillions of dollars that Americans owe in credit cards, student loans, mortgages and more. But what about FF debt — aka loans from the Bank of Friends and Family? (source: finder.com) Getting by with a little help from your […]

Wealth

Can you Fund your HSA from your IRA???

If you have an HSA (Health Savings Account), you know the great value is that you can use funds from the account Tax-Free to pay for medical expenses.  Unfortunately like most government created financial instruments, there is a limit on how munch you can contribute to the account each year.  But even with a contribution […]

Wealth

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 […]

Wealth

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 […]

Wealth

Market Update. Negative Trade News In May Followed By Positive U.S. Federal Reserve News In Early June

After rising for four straight months, Canadian, U.S. and international equity markets took a pause with a down month in May, as investor sentiment turned negative. Change in sentiment resulted from a lack of confidence in the U.S. and China trade deal materializing. That sentiment was proven valid later in the month as trade talks […]