My recent review of many investors’ portfolios prompted the saying “the more things change, the more they stay the same” to keep ringing in my mind. With a new year quickly approaching, investors would do themselves a favour by resolving to avoid...
Media Hub
Videos
Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
The Biggest Mistake Investors Make
Investors are making a mistake if they assume that the information on their monthly investment statement is sufficient to allow them to determine how well their portfolio is being managed. Most statements are inadequate for this purpose. If you’re not sure how you’re...
Street Smarts
There is one investment strategy that is so simple, it could be the recommended strategy for a book called The Idiot’s Rules for Investing. Many readers will be wishing their advisors had delivered results that were this good. In a nutshell, the strategy is simply...
Five years on – the lesson from market extremes
Five years ago today, the investing world was frozen with fear. Stocks markets had collapsed; Lehman Brothers had slid into bankruptcy several weeks earlier; and discussions were accelerating regarding letting GM and Chrysler do the same. Fear was abundant and...
Performance reporting is advice industry’s biggest challenge
The financial advisory industry has long been challenged to report accurate, personalized performance to its clients. Investment management clients have always wanted good reporting but most retail clients didn’t require it because returns seemed healthy. But having...
Learning About Drawdown
Drawdown, in a nutshell, gives the history of how much a particular investment has dropped in value before it recovered. If you know the drawdown of an investment (or your portfolio as a whole), you know what to expect in terms of potential future losses. The problem...
The Fee’s Not The Fee: What’s The Real Cost Of Investment Management?
A. OVERVIEW: Today’s investment management offerings are comprised of a variety of Service Components that comprise the total offering. As a result, it can be rather challenging for investors to compare the investment management offerings from various...
Know Your Fees
Investment management fees often make the difference between comfortable retirement living and a highly restricted retirement lifestyle. Imagine you had $100,000 in your RRSP invested in low-fee ETFs (exchange-traded funds) and your average (after fee) return was...
Investing Made Easy
Every investor needs to understand how easy it is to ensure that his or her portfolio performs at least as well as the market does. Here is the reason why. Over the next decade, many experts would agree that a balanced portfolio could be expected to yield between 4%...
Senior Investors & Suitability Panel Discussion
This week, I attended the MFDA’s Seniors Summit conference to participate in a panel discussion. We tackled several questions pertaining to senior investors and suitability. My esteemed co-panelist Tom Bradley didn’t disappoint and shared many terrific...
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