September 2016 Investment Market Update

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


Happy New Year!

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

WealthBar's August 2016 Market Update

August 2016 Investment Market Update

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


July 2016 Investment Market Update

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


D-I-Why? Avoiding 4 Pitfalls of Do-it-Yourself Investing

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


June 2016 Investment Market Update

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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