Dollar Cost Averaging – Explained Simply
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 [...]
The Role of a Custodian in Investing
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, [...]
Achieve the ultimate balancing act: Pay off student debt while saving for your future
A common question we get at Wealthjar is whether to use excess income to pay down your debt faster or start investing for your future. The answer depends on each individual’s unique circumstances, but [...]
Wealthjar: Tech-based. People-driven.
Wealthjar is driven by an innovative, tech-based platform but that doesn’t mean an algorithm is building your portfolios and choosing your securities. Our qualified portfolio managers work with you to build and customize your [...]
Benefits of investing beyond US borders
The idea of investing in international markets can be daunting for many investors. Many believe international equities don’t align with a conservative, long-term strategy, while others are simply overwhelmed by the plethora of international [...]
Volatility
The volatility of a stock refers to the fluctuations in the stock’s price over a period of time. When someone refers to a stock as highly volatile, they generally mean that the price of [...]
Purchasing Power
In the traditional economic context, purchasing power refers to the amount of goods or services that a single unit of currency can buy. That is, how far your dollar can take you. It takes [...]
ETF Fundamentals
An ETF, or Exchange Traded Fund, is a security that tracks an index, commodity, or sector. ETFs are comparable to mutual funds in that both hold a pool of assets. Generally, when you buy [...]