All year I’ve been wanting to write an article urging advisors and individual investors to prepare for the next bear market. When stock markets hit a pothole in late summer and early fall, it struck me as an opportune time to refresh this idea. While markets...
Many DIY investors act as ‘family money managers’. Most that I’ve met are men married to spouses with little or no interest in investing. These DIY investors often risk predeceasing their novice-investor partners. So with many issues to deal with...
So-called ‘Bond King’ Bill Gross made headlines with his recent decision to leave PIMCO – the firm he founded more than 40 years ago – to join Janus Capital Group. How best to deal with manager changes and whether investors and advisors should...
The California Public Employees’ Retirement System – aka CalPERS – announced plans to liquidate its $4 billion hedge fund portfolio. It’s big news because CalPERS is considered a well-run pension plan. It’s huge – at nearly $300...
Aggressive marketing of investment products is nothing new. Throughout my career I have expended plenty of energy pointing out what I believe to be misleading or overly aggressive marketing initiatives and advertisements. More than four years ago I posted an...
A prospective client recently brought an index-linked guaranteed investment certificate (GIC) to our attention – an investment that he found very attractive. He asked for our thoughts on this product. This GIC that pays interest linked to the S&P/TSX 60...
Floating Rate Debt (FRD) is getting an increasing amount of attention. Over the past year, several new products have been launched focusing on floating rate debt such as leveraged loans and so-called senior loans. All pay floating rates of interest – a feature...
I have been writing about Monthly Income funds for more than a dozen years. In my 20-year career, none of my articles or comments have generated as much feedback (or as much anger) as my critiques of Monthly Income funds. Capital market activity has made...
Securities regulators have a lot on the go. Among the many proposed regulations is the requirement for financial advisors to show clients how much they pay in fees and the amount of commissions they collect from the client’s investments. I applaud...
I have written many times over the past several years about the shortcomings of the prevailing method of assessing and communicating risk to mutual fund investors. It’s a non issue for HighView’s business so I’m careful not to spend much time on the...
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