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, . 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.
Here, we will try to distinguish the separate roles of Wealthjar, as your investment advisor, . 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.
Services
Money touches every part of our lives. Unfortunately, our education system doesn't teach us how to be good investors and most advisors cater exclusively to high-net worth clients. But where does that leave those of us still accumulating wealth? That's why we strive to educate our clients on the power of investing early and often.
At Wealthjar, we use our 30 years of dedicated market experience to craft diversified, cost efficient portfolios for our clients. The Schwab Security Guarantee, so you can feel confident your personal and financial information is protected. SchwabSafe, a collection of security measures designed to keep your personal and financial information safe online.
We understand that our clients have varying needs and may want to be invested in multiple strategies simultaneously. Please talk to your Wealthjar advisor about this approach. When you open an account with Wealthjar, you grant trading authority to Wealthjar and Schwab Wealth Investment Advisory, as an agent of Wealthjar, to buy and sell ETFs for your account based on the investment strategy we have chosen for you.
We want to make opening an investment account a breeze, so we've laid out the six steps of enrollment, below. After completing your investor profile, you will open a brokerage account with our chosen custodian, Charles Schwab & Co., Inc. (CS&Co.) We have chosen to work with CS&Co. Wealthjar is not a broker-dealer [we don't make money on trades], so you can rest assured that we have your best interests in mind at all times.
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