Posts Tagged ‘T series’

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...

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...

Here are this week’s latest media appearances by HighView Financial Group. In the March 12, 2010 Globe and Mail, I commented on the changing face of Income Trust mutual funds. In this Wall Street Journal article, I challenge the notion that...

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...