Tom Bradley just posted a smart analysis of a new closed-end fund. PIMCO’s newly-launched Global Opportunities Income fund attracted $600 million – the top end of its target. That’s a very warm reception to say the least. I won’t repeat...
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Videos
Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
Making sense of experts’ picks for your RRSP
There are seemingly more ‘experts’ picks’ columns for the first 60 days of this year (i.e. RRSP season) than in previous years. In the Globe & Mail alone over the past month, there have been 5 articles giving readers ideas interested in stocks,...
Smart Beta needs to come out of the closet
With the 2000s’ ballooning list of indexing products I was compelled to give indexing hopefuls a dose of straight talk nearly five years ago. My message then: To fully capture indexing’s long-term benefits investors should simply focus on obtaining the broadest...
Beyond the money: Is your family as well prepared as your estate?
Most financial advisors focus solely on investment management and estate planning—growing and preparing the assets for the (eventual) transfer to the next generation. At Edmonds Business Family Advisory Services, we go one step further. We prepare the family. Why...
Long-Term Thinking: 1800-2013
Long-Term Thinking died on Tuesday. He was 213 years old. Long-Term Thinking lived an illustrious life since the start of the Industrial Revolution, when for the first time, people could think about more than their next meal. But poor incentives and the rise of 24/7...
Should you follow your fund’s ‘star manager’?
Mutual fund companies have a love-hate relationship with so-called “star fund managers”. The love stems from such managers’ typically strong performance and their ability to tell good stories about how they invest clients’ money. Both factors foster a loyal following...
Check up on financial advisors before hiring them – it’s easier than you think
Financial advisor titles are generally unregulated in Canada (Québec being the exception). Designations – denoted by the letters after advisors’ names on their business cards – can be downright confusing. Some are earned only after a few years of relevant experience...
“The Rest of the Story” – Upbeat Outcome or Not
When transitioning wealth from one generation to the next, “the rest of the story” occurs after the estate transitions. Sadly, the rest of the story does not have an upbeat outcome. Unfortunately the rest of the story is that only about 30% of affluent families...
My 2014 New Year’s ‘financial’ resolutions
As the calendar turns to another year, I’ve wasted no time thinking about resolutions that will help improve your chances for successful wealth management and investment management in 2014 and beyond. Even if you commit to just a few of these resolutions,...
When Patience is Not a Virtue
There is an old saying attributed to philosopher John Dewey, “Patience is a virtue, possess it if you can, seldom found in woman, never found in man.” In the investing world, patient investors usually do better than impatient investors. Sometimes it’s because it may...
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