HighView Blog

  • Portfolio Management
  • Family Wealth Planning

The Goldman Sachs Letter – Also A Canadian Issue

Yesterday, Greg Smith published his infamous Op-Ed article in the New York Times titled, "Why I Am Leaving Goldman Sachs". …

  • Portfolio Management
  • Family Wealth Planning
  • Competitive Intelligence

Four things to keep in mind in this low-rate environment

For those seeking a safe and dependable income source, today's painfully low interest rates pose a real challenge.  Bank of Canada…

  • Portfolio Management
  • Family Wealth Planning
  • Regulations and Industry Governance

The Flaws In Canada’s Financial Adviser System

OVERVIEW: Recently, in the Report on Business of the Globe & Mail, there was an article titled, The Flaws In Canada's…

  • Family Wealth Planning
  • Industry Changes + Trends

Look past emerging markets bond funds’ sales pitch

I was quoted in a recent Globe & Mail article warning that higher yields available in emerging markets bonds (compared to…

  • Portfolio Management
  • Family Wealth Planning
  • Competitive Intelligence

Active or passive? Process, not politics, should drive choice of strategy

The National Post's Jonathan Chevreau recently asked me and a few other financial professionals how we plan to invest this year's tax-free…

  • Portfolio Management
  • Family Wealth Planning

Should you hold bonds in taxable accounts?

An investor’s asset allocation strategy refers to how money is divided across different classes of investments – i.e. stocks, bonds…

  • Family Wealth Planning
  • Competitive Intelligence

Does dollar cost averaging boost or hinder performance?

In response to many fee-bashing articles of late, I recently urged both the media and the investment industry to broaden…

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

Mutual fund critics missing the big picture

Every time markets bleed red, mutual fund investors and the media become much more price-sensitive. So it’s no surprise that…

  • Industry Changes + Trends

NFL champs’ owners ante up for the experience not the profits

Today sports fans may be able to fulfill one of their dreams for a mere $275 USD.  Starting December 6…

  • Portfolio Management
  • Family Wealth Planning
  • Competitive Intelligence

What Entrepreneurs Can Teach The Wealth Management Industry: Cash Flow Is King

OVERVIEW: Every successful entrepreneur knows the business reality that Cash Flow Is King.  In other words, the financial success of…