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Archive for the ‘Competitive Intelligence’ Category

My C.I.O. – What Does A Chief Investment Officer Do?

By HighView Financial on October 1st, 2009

At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations,...

How Will Our Money Be Managed: 21 Questions To Ask Financial Advisors

By HighView Financial on September 1st, 2009

At HighView Financial Group, the purpose of our business is to “facilitate excellence in the management of wealth” for three groups of clients: Advisors Investment Advisors, Financial Advisors   Families Families, Single Family Offices,...

Flaws Of Managed Asset Programs

By HighView Financial on February 25th, 2009

With the globalization of capital markets over the last few decades, there has been a marked increase in the range and complexity of investment opportunities available to investors.  In fact, the array of investment options available today is...

Back To The Future – 12 Portfolio Management Principles To Survive The Current Bear Market

By HighView Financial on October 1st, 2008

Over the past several months, the current global bear market has been an emotionally trying and painful experience for both Advisors and their clients. Additionally, the speed and severity of the asset declines, together with the underlying...

Debunking Common Investment Myths: Just Because It Sounds Cool, Doesn’t Mean It’s A Good Investment

By HighView Financial on November 23rd, 2001

Investors spread myths about ways to invest successfully every day. Whether it’s the hot stock tip received from an accountant or entrepreneur, or the IPO that your broker is letting you participate in, it’s important for investors to separate...

Great Expectations: Are Investor Expectations Too Optimistic?

By HighView Financial on October 12th, 2000

The bigger they are, the harder they fall, as the saying goes. During this past week, investors felt the power of that statement when the giant of Canadian capital markets, Nortel Networks, tripped over its “disappointing” financial results. I...