For years now, the fees that mutual fund investors pay, have been primarily integrated fee structures that cover three components: 1. Investment Management – the fees to the money managers who select the underlying securities 2. Fund Management – the fees...
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Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
Blogs
ETF Sector Gains Mutual Fund Names
Dan Hallett, Vice President & Director, Asset Management at HighView Financial Group, comments in the Globe & Mail, Report On Business, on actively managed ETFs launched yesterday by AlphaPro Management. If you would like to read a copy of this article,...
T Series Funds: The Tax Efficiency Myth and Structural Risk
Investors would rather invest in something that distributes a regular amount of cash than sell their shares to generate cash flow. This psychological phenomenon seems to hold no matter what the source of cash distributions. Add perceived tax-friendliness and it’s no...
Wealth Destroyed!
This year, I celebrate my 20th year in the wealth management business. Although short in duration relative to some of my business partners, it’s sufficiently long to have experienced both good and bad market conditions. Unfortunately, in the bear market phase...
Insurers Warn: Don’t Let Wall Street Take Your Life … Policy
Here is an interesting article on bnet.
Goals –Based Investment Planning (Illusion to Reality)
Over the past several years we have begun to see much more discussion and research focused on exploring the validity of Modern Portfolio Theory (MPT) and Efficienct Frontier concepts as the primary means of developing and implementing the most appropriate investment...
Transparency Is An Investment Steward’s Best Friend!
One of the most interesting aspects of being part of HighView is the many different people we have the privilege of meeting across all segments of wealth management, both in Canada and internationally. One group of people with whom we’ve been spending more time...
A Tale Of Two Advisors
As we’ve all witnessed over the past several months, the globally coordinated response of the world’s major central banks to inject liquidity into the capital markets has resulted in a major “bounce back” in equity prices from their lows in...
Dan Hallett & Associates Joins HighView Financial Group
Although the DHAI name has now been changed to HighView Asset Management Ltd., the DHAI people and services remain unchanged! Dan will continue to provide all of his existing DHAI services under the HighView banner. In addition, as Director of HighViews asset...
Overexposed! The Realities Of Single Investment Manager Concentrations
In our years of experience overseeing the management of client wealth, we’ve learned that successful investment management is more about managing risks than it is about managing returns. The rationale for this is simple: An investor who experiences a 50% loss on their...
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