Swinging for the fence is not a sustainable wealth strategy
Some of my partners and I recently met with investors that have some commonalities pertaining to how they built their…
13 years ago
HighView Blog
Vanguard’s Canadian launch no guarantee of an all-out price war
Late last week, the media was buzzing about indexing giant Vanguard's entry into the Canadian investment fund market. (See today's…
13 years ago
Monthly Income funds’ payout sustainability – the sequel
Earlier this year, I wrote about how to gauge the sustainability of monthly income funds' fat distributions so that investors and…
13 years ago
Be careful when comparing real estate fund returns
Real estate has long formed the core of investors' hard asset exposure. Individuals and institutions invest in real estate for…
13 years ago
Rebalance for long-term risk control not to boost returns
The Globe & Mail recently ran an article on rebalancing, featuring comments and opinions from some industry giants. The article…
13 years ago
Simplicity is key to analyzing complex products
In the May 2011 issue of Investment Executive, I wrote about how I approach the analysis of complex products. In…
13 years ago
Dealing with lead manager changes
There has been a recent flurry of changes in mutual fund lead managers. This is partly the result of industry…
13 years ago
Does DALBAR really calculate investor returns?
I recently received an e-mail about a blog post questioning the validity of DALBAR's annual study of investor returns -…
13 years ago
Portfolio Reviews Matter
To ensure a client’s investment portfolio continues to meet the objectives for which it was designed, HighView believes in regular…
13 years ago
A Sustainable Approach To The Management Of Wealth
Investment Stewards & Their Challenges: At HighView Financial Group, we recognize that there are many people that have a fiduciary…
13 years ago