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By Dan Hallett, CFA, CFP 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 is an edited version of the latest note from a reader … By Dan Hallett, CFA, CFP Many years ago an investor’s default investment strategy – in the absence of an advisor’s involvement – was to invest in GICs or Canada Savings Bonds. Today, the more affluent investor’s default strategy is – increasingly – indexing, inspired by the likes of John Bogle, Charles Ellis and … HighView Financial Group (“HighView”) is pleased to announce that it recently acquired the business assets of the Weigh House Group of Companies (“Weigh House”). Gary Brent, Chairman & Co-Founder of HighView said, “We are very excited & proud to have Warren MacKenzie and his team part of HighView. Their solid reputation for providing objective & transparent … By Dan Hallett, CFA, CFP When asked recently to examine a portfolio manager’s track record, I was reminded of how careful one must be with performance rankings. In this case, I was assessing the strong five-year run of a Canadian Small/Mid Cap Equity manager. It didn’t take long to see that knowing the evolution of today’s small/mid … By Dan Hallett, CFA, CFP 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 critical of the BMO Monthly Income fund. So I was pleased to discover … By Dan Hallett, CFA, CFP When key people leave a money management firm, it is often cause for concern – particularly when key personnel leave in packs. While one of my older blog posts laid out a framework for dealing with changes in lead managers, it’s also helpful to recognize when change is positive. This … By Dan Hallett, CFA, CFP Many investors feel better about their investments when their advisor is fine-tuning their portfolios. The persistence of global macroeconomic challenges has strengthened this long-standing desire among many clients. While so few are skilled market-timers, perhaps a sensible and disciplined rebalancing method can scratch that market timing itch while controlling risk. Many … By John R. Platt, AIFP The headline on the front page of the Globe and Mail today reads “Get Back in the Market…Now!” The lead article in the Report on Business is entitled “The End of Fear”. Wow! Isn’t it so often the way? The Dow … By Dan Hallett, CFA, CFP Type the phrase “financial advisor commissions” into Google and the results will be less than flattering to the financial advice industry. Understandably, regulators and the media are focused on full service brokers or financial advisors when this issue arises. But there is a good reason for both parties to cast … By Dan Hallett, CFA, CFP I have been involved in several client proposals and meetings over the past several weeks. A common thread continues to emerge in most cases. Since bonds are needed to limit total portfolio risk, they also limit potential total returns. And this is causing investors to have to choose whether risk …   ----------------------- |
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