HighView Blog

Strategic Philanthropy: Many Paths to Choose Part 1: Designing A Philanthropy Strategy

By Loren Francis on October 15th, 2020

What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...

Assess Portfolio Risk First, Then Returns

By Gary Brent on September 8th, 2020

Its common knowledge that global markets are unpredictable. With this in mind, during the 2020 global financial bear market caused by the COVID-19 pandemic, a majority of investors witnessed major declines in their portfolios and a downfall of...

Fund & ETF risk ratings didn’t prepare investors for the bear

By Dan Hallett on July 31st, 2020

Risk may be top of mind for many people these days – with public health, the economy, and financial markets challenged. Given my focus on due diligence, I think a lot about where risk lies in waiting, how to measure it, and how to communicate it...

Clarifying the Book Value mystery

By Dan Hallett on May 25th, 2020

The biblical figure Methuselah and the “Book Value” or “Book Cost” shown on investment statements have something in common. Maybe all of this distancing is getting to me; but stay with me. Methuselah was said to have lived to the age of 969...

When rebalancing, don’t try to catch the bottom

By Dan Hallett on April 13th, 2020

Rebalancing an investment portfolio involves occasionally selling better recent performing investments to buy more of those investments that have performed poorly. This usually happens during bear markets for stocks (i.e. when prices drop by at...

Portfolio Risk Controls For Affluent Families How Is My Portfolio Monitored After It’s Setup?

By Mark Barnicutt on March 6th, 2020

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. The output...

Is the old 60/40 portfolio dead?

By Dan Hallett on February 25th, 2020

There have been many large proclamations in the investing world over the years. Perhaps the most famous – or infamous – is Business Week’s August 13, 1979 magazine cover declaring “The Death of Equities”. Others emerged during the late...

Bank loan funds’ mislabeling masks increasing risks

By Dan Hallett on January 16th, 2020

Razor-thin interest rates have motivated investors to reach for extra returns for years. Accordingly, many investors have invested in investment funds holding bank loans – a.k.a. senior secured loans, leveraged loans, term loans, floating rate...

Happy Holidays from Highview Financial!

By Mark Barnicutt on December 18th, 2019

Our team at HighView Financial want to wish all of you and your loved ones a very Happy Holidays and the very best in the New Year! Many who have worked with us know that we value family and philanthropy, and believe that we can all give what we can...

Lessons from the Past Several Years of Private Markets

By Dan Hallett on December 16th, 2019

Skinny bond yields have prompted investors to replace high-quality but low-yield bonds and to sometimes expect too much from their chosen bond substitutes. But increasingly, investors are also responding to low yields by stepping further out on the...

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