The Ride To Your Investment Goals
This article is focused on the need for Investment Advisors to customize the "investment ride" -- the portfolio value ups-and-downs…
14 years ago
HighView Blog
Canadian fund fees revisited
A few weeks ago, I resurfaced my arguments against concluding that Canadian mutual fund costs exceed those of all other…
14 years ago
Gold bulls should ask tough questions
In 2001, I invested in a gold closed-end fund and held it for 4-5 years. My rationale was based partly…
14 years ago
The Value Of An Independent Corporate Trustee For Institutional Clients
In our asset management work with clients, we continually stress the importance for them of having what we term, "a…
14 years ago
The ironic comfort of balanced funds
In this weekend's Report on Business, Rob Carrick nicely captured my mixed feelings about balanced funds. As I noted in…
14 years ago
Where to invest? Look at what makes you squirm.
Yesterday's Globe & Mail featured an article by U.S. equity manager Larry Sarbit making the case to invest in U.S. stocks now. He…
14 years ago
U.S. bank failures lag economic & stock market bottoms
Several sources peg the total of U.S. bank failures at more than 9,000 during and after the Great Depression. According…
14 years ago
More evidence that Canadian funds are not the world’s most expensive
A few years ago, a research paper by three academics claimed that Canadian mutual funds levied higher average fees than funds in…
14 years ago
Changes at Saxon Stock could mean a less-stellar future
The Globe & Mail's latest mutual fund number cruncher focuses on the top-performing Canadian Equity funds for the ten years…
14 years ago
Tax-friendly bond exposure
In this morning's Globe & Mail, I gave an overview of investors' three main options for bond (or bond-like) exposure in…
14 years ago