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...
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...
This week, I attended the MFDA’s Seniors Summit conference to participate in a panel discussion. We tackled several questions pertaining to senior investors and suitability. My esteemed co-panelist Tom Bradley didn’t disappoint and...
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...
A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest. The key feature of this Point of Sale initiative was to...
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...
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...