Author Archive

You’ve worked hard to create your family’s wealth. You want it to be well managed and sustainable for future generations. Unfortunately, as we mentioned in a previous post, family wealth is not self-perpetuating. Without proper planning, it...

We often talk about providing “family wealth stewardship” for our clients – so what do we mean by that? At HighView, the word “stewardship” refers to how we oversee and govern the management of client wealth: as an investment fiduciary in...

Many affluent families that we’ve had the privilege of working with during our professional careers feel that – despite their diligent focus & strong work ethic – they’ve been blessed with both opportunity and people in their lives...

An Investment Policy Statement (IPS) is the key document in a relationship between an investor and an investment adviser.  The reason for this is that the IPS, constructed properly, is the link between a client’s investment objectives and how an...

When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken.  With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult...

An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function).  And the process of designing an investment portfolio should be...

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

The final month of 2018 brought some wild swings to global equity markets, leading to headlines such as “Markets plunge with Dow posting worst Christmas Eve session on record”, followed one (trading) day later by “Dow soars more than 1,050...

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

We wouldn’t want to be shareholders of any of the polling companies this morning as, once again, the pollsters were proved to be completely wrong. Donald Trump’s victory has certainly taken many by surprise. The more that the election results...