HighView Blog

  • Portfolio Management
  • Competitive Intelligence

Are Covered Call Strategies Efficient Sources Of Cash Flow?

I have been writing about investment products offering generous cash payouts for nearly twenty-five years. It is my favourite topic…

  • Investment Performance and Reporting
  • Family Wealth Planning

Sustainable Wealth Achieved Through Portfolio Monitoring

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their…

  • Portfolio Management
  • Family Wealth Planning

Aligning A Portfolio With Your Goals

An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are…

  • Family Wealth Planning
  • Regulations and Industry Governance

The First Step is Wealth Planning: Here’s Why

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may…

  • Family Wealth Planning

Family Home Downsize? Remember these 5 Crucial Steps [Video]

A “fixed asset” is a long-term tangible asset that is not expected to be consumed or converted into cash any…

  • Family Wealth Planning

Wealth Planning is a Living Document: Changing as Life Does

One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this…

  • Portfolio Management
  • Family Wealth Planning
  • Industry Changes + Trends

Portfolio Design is Crucial – Here’s Why

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety…

  • Competitive Intelligence

7 Primary Signs when to change your Investment Advisor

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there…

  • Family Wealth Planning
  • Regulations and Industry Governance

Wealth Planning: If you fail to plan, you plan to fail

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group. While many investment firms may…

  • Industry Changes + Trends
  • Geopolitical + Tax Changes

Do Covered Call Strategies Shine In “Flat Markets”?

As a child, I sat too close to the TV, cracked my knuckles, and swallowed more than a few pieces…