HighView Blog

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...

Cryptocurrency: A Tool for Speculation, Not Investment

By Dan Hallett on December 5th, 2019

I have often criticized the investment industry for pumping out products designed to sell, rather than build, wealth for investors, and have worked to raise investor awareness of how gimmicky products destroy wealth. The battle against such products...

Utilizing Investment for Impact: Part 2

By Loren Francis on October 1st, 2019

It is no surprise that companies and their investors are increasingly recognizing the importance of sustainability. Hardly a day goes by without discussion in the mainstream and the financial media about the impact of sustainability issues. Today...

How to Achieve A Successful Transition of Family Wealth

By Mark Barnicutt on September 27th, 2019

Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the...

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