Author Archive

 “My advice to investors (who cannot give full time to a study of investments) is to seek out some trusted investment counsellor. The emergence of this new profession of disinterested investment analysts, who have no allegiances and whose job...

This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management...

In our asset management work with clients, we continually stress the importance for them of having what we term, “a prudent division of professional duties”.  By this, we mean it’s in a client’s best interest if each of the...

I just finished reading The Great Reflation by Tony Boeckh. Tony is the former long time Editor and Publisher of The Bank Credit Analyst and current author, along with Robert Boeckh, of The Boeckh Investment Letter. I highly recommend this book for...

In a recent article, Degrees of Longitude by Rhea Wessel, in the CFA Institute Magazine (March/April 2010), the issue of longevity risk — ie: life expectancies increasing beyond original forecasts — was reviewed as well as some of the...

In a recent article, I reviewed the importance of having an Investment Policy Statement.  In this article, I’d like to address the importance of Investment Advisory Firms monitoring their clients’ portfolios.  Specifically, a...

With the growing level of wealth in Canada, an increasing area of interest is the use of Private Foundations. In working with families, the topic of planned, philanthropic giving frequently arises in conversations. Although there are a variety of...

At a recent CFA Conference in Boston, Jack Bogle, the Founder of Vanguard Group, said that the investment industry should return to its roots and abandon salesmanship for stewardship.  A summary of his comments, as well as Christopher Davis,...

No matter how many times a “can’t miss” investment trend implodes, investors have demonstrated a regrettable penchant for chasing the latest short-cut to wealth creation. At HighView, we believe to be successful, an investor must focus on the...

For any investor, effectively managing their investments can be a challenge. The world of capital markets has become a very complex place with numerous opportunities as well as potential pitfalls. For those with significant wealth the challenges...