HighView Blog

The DOs and DON’Ts of Portfolio Rebalancing

By Dan Hallett on July 31st, 2019

My HighView partners and I spent quite a bit of time discussing and studying the issue of portfolio rebalancing a decade ago – prior to formally launching the firm and taking on our first client. While it’s not the sexiest of investment topics,....

Utilizing Investment for Impact

By Loren Francis on July 18th, 2019

Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future.  At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment....

21 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

By Mark Barnicutt on June 28th, 2019

When families have built wealth over years or decades, and in particular when that wealth was largely due to an event such as the sale of a business, their attention quickly turns to getting peace of mind knowing that their wealth is protected. This....

Responsible Investing and Alignment with the Sustainable Development Goals (SDGs)

By Loren Francis on May 7th, 2019

How does a company go bankrupt because of a forest fire? How does an investment grade company fall to junk status in a week? Just ask Pacific Gas & Electric (PG&E) how 2018 stacked up for them. What can we learn from this to be able to ask....

Starting with the Right Portfolio Design Matters

By Adam Laird on May 1st, 2019

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for....

Understanding the Importance of Integrated Wealth Management

By Adam Laird on April 3rd, 2019

Affluent families often find themselves seeking and needing guidance from a network of professional advisors—accountants, lawyers, and others. With advice coming from a variety of sources, how do you make sure it’s being put to use in ways that....

3 Types of Portfolio Reviews and Why They Matter

By Adam Laird on February 25th, 2019

Building and maintaining wealth is a journey. You start by taking the time to understand your needs and goals, and develop a plan and a portfolio that will help you realize them. But how do you make sure you stay on track?Ongoing reviews are key....

Has Market Volatility Increased?

By Greg Rodger on January 7th, 2019

The final month of 2018 brought some wild swings to global equity markets, leading to headlines such as “Markets plunge with Dow posting worst Christmas Eve session on record”, followed one (trading) day later by “Dow soars more than 1,050....

Happy Holidays from HighView Financial Group

By Adam Laird on December 17th, 2018

This Holiday season, we want to thank our clients and their other professional advisors for their continued support of HighView Financial Group over the past year.At HighView, we believe in the importance of family and of philanthropic....

Why Portfolio Monitoring Creates Sustainable Wealth

By Adam Laird on November 28th, 2018

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial....

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