Fees impact bond risk & return
Many financial advisors say that I harp too much on fees. Many investors (and investor advocates) say that I'm not…
15 years ago
HighView Blog
Providing for Man’s Best Friend – Pet Trusts
Conchita is one lucky Chihuahua. When her owner, heiress Gail Posner, passed away in March 2010, she and two other…
15 years ago
Explaining XIU’s bi-polar performance
In her latest Globe & Mail Number Cruncher, Shirley Won ranked the largest Canadian stock funds (including those with significant…
15 years ago
AlphaPro Balanced ETF could have low fees for now
I was quoted in today's National Post regarding the launch of the Horizons AlphaPro Balanced ETF (HAA/TSX). As is common…
15 years ago
Most stock markets still deep in the red
The list of today's economic worries seems as long as it's ever been. Bearish strategists underline negative economic statistics with 2009's…
15 years ago
XWD & XEM tracking errors much better than they appear
Sponsors of exchange-traded funds, or ETFs, generally have websites loaded with great information. I visit the iShares website regularly. One…
15 years ago
The Great Reflation
I just finished reading The Great Reflation by Tony Boeckh. Tony is the former long time Editor and Publisher of…
15 years ago
Stewardship: common sense not controversial
Morningstar Canada recently introduced its Stewardship Grades for 27 Canadian fund companies. Media coverage began slowly but picked up momentum. The…
15 years ago
Longevity Risks For Retirement Assets
In a recent article, Degrees of Longitude by Rhea Wessel, in the CFA Institute Magazine (March/April 2010), the issue of…
15 years ago
IT Funding – 3 technology numbers every business leader needs to know
Technology costs represent a significant portion of a company’s annual expenditures. As a business leader, not having a solid understanding…
15 years ago