Investing 101

Dollar cost averaging is an investment strategy that allows investors to take advantage of various fluctuations in the market without having to actively time the market. Setting up this type of strategy is fairly [...]

As new investors, many Wealthjar clients aren’t aware of the role the custodian plays in the investment process. Here, we will try to distinguish the separate roles of Wealthjar, as your investment advisor, [...]

For the majority of millennials, opening a savings account is a common way to hold and manage cash because of the perception that savings accounts are the most secure way to build a nest [...]

Investment strategies designed to obtain long-term financial goals should be balanced and take into account respective market capitalizations of your prospective investments. Market capitalization is significant because it can help investors understand how a [...]

It can be hard to conceptualize what your retirement savings will look like when you are still in your twenties, thirties, or forties – your late sixties and seventies are still a few decades [...]

How much income will you collect on an investment? How quickly will your investment appreciate? In the world of finance, these questions can be answered by calculating the Rate of Return. Return on a [...]

This is an effective tool, particularly for investors just starting out. Goal-based investing simply means opening various investment accounts, each with a specific goal in mind. You can draw parallels between goal-based investing and [...]

It’s no secret that ETFs are steadily gaining popularity in today’s market. Since 2005, global ETF assets have grown to heights of three trillion dollars. This figure is still smaller than the assets under [...]