I was quoted in a recent Globe & Mail article warning that higher yields available in emerging markets bonds (compared to Canada bonds) come with additional risk. Given that the investment fund industry has launched several emerging markets...
The National Post’s Jonathan Chevreau recently asked me and a few other financial professionals how we plan to invest this year’s tax-free savings account contribution. The way my reply was framed may have given a somewhat different...
An investor’s asset allocation strategy refers to how money is divided across different classes of investments – i.e. stocks, bonds and cash. An asset location strategy, however, drills down a level deeper and deals with “where” or in which...
In response to many fee-bashing articles of late, I recently urged both the media and the investment industry to broaden the focus to not only fees but also other less obvious performance drags that are tougher to control. To explain one factor I...
Every time markets bleed red, mutual fund investors and the media become much more price-sensitive. So it’s no surprise that print media have featured a barrage of anti-fee articles. (See the National Post on December 6 and the Globe &...
Today sports fans may be able to fulfill one of their dreams for a mere $275 USD. Starting December 6 Green Bay Packers, Inc (“GBP”), the corporation that owns the reigning NFL champions of the same name, starts selling at least...
OVERVIEW: Every successful entrepreneur knows the business reality that Cash Flow Is King. In other words, the financial success of their company depends upon the people in their company effectively & efficiently harnessing the assets &...
HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass. To read this report, please click...
Private Companies & Defined Benefit Pension Plans: The global financial challenges over the past several years have been a catalyst for the solvency issues facing so many defined benefit pension plans, not only in Canada but globally. Although...
Today, there is an article in Advisor.ca, which discusses the range of investment options available for MFDA Investment Advisors, with a focus on ETFs, in servicing their clients. To read this article, click here. I was one of the wealth...
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