In Part I of examining the tax-inefficient practices of many investment providers, we focused on the tax-efficient structure of portfolios and how that could create savings for investors with non-registered... read more →
We are pleased to announce the addition of an industry-leading 64th portfolio into our robust lineup. The Justwealth Tax-Efficient Capital Preservation Portfolio was created based on overwhelming client demand and... read more →
Markets finished off 2017 with a strong fourth quarter despite a bit of a pullback in the month of December. Looking back over the full year, investors should be pleased... read more →
The argument for using a passive investment strategy compared to an active strategy applies to all ages, not just someone in their 40’s. But, someone in their 40’s might just... read more →
** Special to The Just Word Blog showing content from a Press Release announcing a partnership between Justwealth and Vexo** A ground-breaking partnership that allows Mutual Fund Advisors to strengthen... read more →
** Special to The Just Word Blog with content from Andrew Spinner, Founder and CEO of Beanstock- a gift registry that allows parents to save for their children's education **... read more →
In July of 2016, new requirements came into effect for investment firms to provide new disclosure in the areas of performance and operating expenses. These requirements have commonly been referred... read more →
As announced in our January 26, 2017 press release, Justwealth is expanding the number of Exchange Traded Funds (ETFs) used in our client portfolios. The relevant details of the press... read more →
The advent of the mutual fund was one of the greatest innovations in the field of finance. Mutual funds created a practical means for common folks to invest in the... read more →
Yesterday, a referendum was held in the U.K. to determine if the U.K. would exit the European Union, known as the “Brexit” vote. Despite advance polls indicating that the likely... read more →