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How to Preserve Capital

By Mark Barnicutt on December 3rd, 2020

OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...

Portfolio Risk Controls For Affluent Families How Is My Portfolio Monitored After It’s Setup?

By Mark Barnicutt on March 6th, 2020

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. The output...

Happy Holidays from Highview Financial!

By Mark Barnicutt on December 18th, 2019

Our team at HighView Financial want to wish all of you and your loved ones a very Happy Holidays and the very best in the New Year! Many who have worked with us know that we value family and philanthropy, and believe that we can all give what we can...

How to Achieve A Successful Transition of Family Wealth

By Mark Barnicutt on September 27th, 2019

Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the...

21 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

By Mark Barnicutt on June 28th, 2019

When families have built wealth over years or decades, and in particular when that wealth was largely due to an event such as the sale of a business, their attention quickly turns to getting peace of mind knowing that their wealth is protected. This...

The 5 Elements That Determine Whether a Financial Advisor Is a True Fiduciary (According to Canadian Courts)

By Mark Barnicutt on September 18th, 2018

“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a...

HighView Family Story: Retirement Plans Uncover Unclear Fee Disclosure by Investment Advisor

By Mark Barnicutt on August 3rd, 2018

This family story is the second of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore the topic of fee transparency. Although recent regulatory changes...

The Client Dangers of Proprietary Investment Product Overload

By Mark Barnicutt on March 28th, 2018

Absolute Objectivity Is Key When Advising Clients One of the Founding Principles of HighView Financial Group is ‘objectivity’, which from a portfolio construction perspective means that we don’t believe that advisors should be conflicted in...

7 Common Hurdles in Creating Sustainable Wealth

By Mark Barnicutt on February 28th, 2018

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

Understanding Your Family Office Options

By Mark Barnicutt on January 23rd, 2018

Affluent families often face a myriad of challenges that come with wealth, including: Wealth management Tax and estate planning Business succession issues Setting and funding philanthropic goals Finding the time to manage these activities themselves...

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