HighView Blog

  • Industry Changes + Trends

Borrowing to invest in high-payout funds: a numerical example

My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and…

  • Family Wealth Planning

Group Retirement Plan Investment Approaches: IKEA or Leon’s

Overview: For years now, my close friends & family have always joked that I could easily be the all-time winner…

  • Family Wealth Planning
  • Industry Changes + Trends
  • Competitive Intelligence

Leveraging + High Payout Funds = Unhappy Ending

The final chapter to the series of articles I've written this year on high-payout investments funds features leveraging.  Over the…

  • Portfolio Management
  • Regulations and Industry Governance

Institutional Governance: Focusing On The Wrong Results

The Historical Focus: Over the past three decades, institutional investors - such as group retirement plans, foundations & endowments -…

  • Geopolitical + Tax Changes

High Noon In Euroland

World leaders and policy makers have been trying over the past 24 months to control the fallout from the Global…

  • Investment Performance and Reporting
  • Industry Changes + Trends

BMO Monthly Income sets the distribution bar unreachably high

This week the Globe and Mail's John Heinzl took another run at a favourite fund of mine - BMO Monthly…

  • Miscellaneous

Beat Guldimann Has Joined HighView Financial Group’s Advisory Board

We are pleased to announce that Beat Guldimann has joined HighView Financial Group's Business Advisory Board.  To read the announcement, please click…

  • Portfolio Management
  • Investment Performance and Reporting
  • Family Wealth Planning

Compass Capital Markets Update: ‘What’s Happening In The Markets?’

Please click here to read an interim quarter update by HighView Financial Group which provides an overiew of the current volatilty that…

  • Portfolio Management
  • Family Wealth Planning

Managing Portfolio Volatility In An Uncertain World

The global debt crisis, particularly for governments in Europe & the United States, has created an environment of uncertainty that…

  • Industry Changes + Trends

Want lower fund fees? Vote with your wallet

The mutual fund industry seems to be under the microscope on a regular basis.  That's partly a function of its…