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...
The Wealth Steward Blog is HighView’s forum for facilitating dialogue in the management of wealth.
Here, you will find discussion of the latest topics and issues in the wealth management, asset management, and investment industries. Our in-house experts, along with regular guest contributors, provide their insight into financial subjects relevant to affluent Canadian families and the Foundations they support.