Does dollar cost averaging boost or hinder performance?

By Dan Hallett, CFA, CFP

In response to many fee-bashing articles of late, I recently urged both the media and the investment industry to broaden the focus to not only fees but also other less obvious performance drags that are tougher to control.

To explain one factor I stated that dollar cost averaging (i.e. regularly …

Read More

Mutual fund critics missing the big picture

By Dan Hallett, CFA, CFP

Every time markets bleed red, mutual fund investors and the media become much more price-sensitive. So it’s no surprise that print media have featured a barrage of anti-fee articles.  (See the National Post on December 6 and the Globe & Mail December 5 and December 9 articles.)  Interestingly, Canada’s two national …

Read More

NFL champs' owners ante up for the experience not the profits

By Dan Hallett, CFA, CFP

Today sports fans may be able to fulfill one of their dreams for a mere $275 USD.  Starting December 6 Green Bay Packers, Inc (“GBP”), the corporation that owns the reigning NFL champions of the same name, starts selling at least 250,000 “common shares” to the public at a price …

Read More

What Entrepreneurs Can Teach The Wealth Management Industry: Cash Flow Is King

By Mark Barnicutt, MBA, FCSI, CFA

OVERVIEW:

Every successful entrepreneur knows the business reality that Cash Flow Is King.  In other words, the financial success of their company depends upon the people in their company effectively & efficiently harnessing the assets & resources of the company in order to generate Revenues that

Read More

Compass - HighView Fall 2011 Portfolio Strategy Commentary

HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass.

To read this report, please click here.

   
-----------------------