An investor’s asset allocation strategy refers to how money is divided across different classes of investments – i.e. stocks, bonds and cash. An asset location strategy, however, drills down a level deeper and deals with “where” or in which accounts to hold your chosen stocks, bonds and cash. Today’s bond yields might prompt some investors …
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By Dan Hallett, CFA, CFP My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and a bit of confusion around the tax rules and associated risk. In this post, then, I thought it would be helpful to run through a numerical example to illustrate … By Dan Hallett, CFA, CFP 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 they’ve been proposed or have seen in use involving borrowing to invest in funds … By Dan Hallett, CFA, CFP In this morning’s Globe & Mail, I gave an overview of investors’ three main options for bond (or bond-like) exposure in taxable accounts. It seems at least two preferred share funds escaped my radar. I’d also like to touch on some other products – some mentioned in the article and some … By Adam D. Cappelli, Partner, Cambridge LLP A common worry for many who provide financial support to a family member with a disability is how they will continue that support after their death. One notable option by David Lewis, Owner, taggartGALT Consulting Corporation Good morning all. I am at Holt Renfrew drinking expresso and waiting for Michelle, my significant other to finish with her hair appointment. Anyone else realize that this is a 4-hour experience? Anyway, as you may know, I am not a tax lawyer, CA or CPA. I am a student … On January 1st, 2010, HighView Financial Group completed its acquisition of Dan Hallett & Associates Inc. (DHAI). Although the DHAI name has now been changed to HighView Asset Management Ltd., the DHAI people and services remain unchanged! Dan will continue to provide all …   ----------------------- |
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