After a quiet summer, September saw a spike in market volatility. Oil producers agreed to limit production, market indices reclassified to include REITs, the Federal Reserve held rates steady, and Deutsche Bank was fined $14 billion for its role in the mortgage crisis. Equity and… Read more
JF Arseneau is a historian, a political, a foodie, an Acadian, a big fan of sous-vide, and a full stack developer who makes sure WealthBar’s website is working right for you. His path from the Acadian village of Petit-Rocher, New Brunswick to WealthBar’s Vancouver office… Read more
Happy New Year! No, I have not lost my calendar. September is a time of many ends and new beginnings. The kids are back in school, the weather gets cooler, and Christmas decor pops up in big box stores. It’s also the time of year… Read more
For August 2016, the markets took a vacation like everyone else. Although it was an uneventful month for the asset classes that underlie our portfolios, big stories such as the Bank of England cutting interest rates to promote growth, the outcome of U.S. Federal Reserves… Read more
In his youth, David Dyck was once a long-haired, head-banging member of a rock band, spending hours playing guitar in his room. When David decided to enter the financial industry though, he did what he thought he had to do to secure a job: cut… Read more
July was a good month for WealthBar clients as equity markets around the world exhibited good performance. In Canada, the TSX Composite was up 3.9%. South of the border the S&P500 was up 3.7% and internationally the MSCI EAFE was up 5.5%. The Canadian market… Read more
Canadian investors pay the highest management fees in the world for mutual funds. That’s one reason why many people are turning to DIY investing — to save money on fees. According to a study published by Morningstar, the average management expense ratios (MER) of equity… Read more
Why Invest? A lot of people including millennials are scared of the stock market. There is an inherent fear around investing because of the financial crisis of 2007-2009, and more recently, Brexit. Older generations felt the sting, losing thousands of dollars in a relatively short… Read more
Welcome back to our three-part series on retirement savings options. If you haven’t read parts 1 and 2, start at the beginning! In parts one and two, we looked at government-mandated savings and the various options provided by employers. Here in our final post, we’ll… Read more
Much of the focus in June was on Brexit and you can read our commentary following the referendum in our special interim market update. Brexit had immediate effects on global markets. We don’t know how it will shape the global economy but expect volatility to… Read more
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