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...
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 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 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...
Last week , I expressed my beef with mutual funds that offer a fixed level of distributions. In particular, I featured the Clarington Canadian Income fund, and its fixed payout policy. For this fund to raise its unit price back to its original $10...
Securities regulators have recently sanctioned a few mutual fund companies for spending excessively on promotional events and gifts to financial advisors who sell their funds. This is harmful to investors since it really treats the advisor – not...
I recently wrote about how high-payout monthly income funds are being mis-sold to investors and how some fund companies had provided false and misleading information to at least one end investor. I always take notice of fund distribution cuts so a...
In the world of investing, nothing turns my stomach more than when a member of the investment industry misleads investors and then directly benefits from said misinformation. Usually only subtle trickery is at play. And most often I have seen...
Aggressive marketing of investment products is nothing new. Throughout my career I have expended plenty of energy pointing out what I believe to be misleading or overly aggressive marketing initiatives and advertisements. More than four years...
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