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...
I have been writing articles in the public domain for more than 13 years. No series of articles has generated more interest or feedback than my many critiques and analyses of monthly income fund and assessing distribution sustainability. Below...
I have been writing about monthly income investment funds for nearly a dozen years, putting their distributions to the test and highlighting such funds’ mythical tax advantages. Over the past two years, I’ve been particularly...
The final chapter to the series of articles I’ve written this year on high-payout investments funds features leveraging. Over the past few years, I have been contacted by several individual investors and financial advisors about strategies...
This week the Globe and Mail’s John Heinzl took another run at a favourite fund of mine – BMO Monthly Income. It’s not my favourite fund for investment but rather a favourite to write about. In his recent article, Heinzl points...
Earlier this year, I wrote about how to gauge the sustainability of monthly income funds’ fat distributions so that investors and advisors could make better decisions and set realistic expectations. Since then, I’ve received a steady...
I don’t make many bold predictions. But nearly a decade ago I did just that in this article. I challenged the most popular monthly income mutual fund of the day, now known as IA Clarington Canadian Income (now called IA Clarington...
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