Archive for the ‘Family Wealth Management’ Category

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....

Do Dividend-Paying Stocks Offer Bear Market Protection?

By Dan Hallett on September 12th, 2019

There is a lot to like about dividend-paying stocks. Dividends generally follow earnings, and are cold hard evidence of earnings’ existence. In Canada, this infatuation with dividend-payers is compounded by our love of bank and utility stocks, and....

The DOs and DON’Ts of Portfolio Rebalancing

By Dan Hallett on July 31st, 2019

My HighView partners and I spent quite a bit of time discussing and studying the issue of portfolio rebalancing a decade ago – prior to formally launching the firm and taking on our first client. While it’s not the sexiest of investment topics,....

Utilizing Investment for Impact

By Loren Francis on July 18th, 2019

Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future.  At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment....

Starting with the Right Portfolio Design Matters

By Adam Laird on May 1st, 2019

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for....

Understanding the Importance of Integrated Wealth Management

By Adam Laird on April 3rd, 2019

Affluent families often find themselves seeking and needing guidance from a network of professional advisors—accountants, lawyers, and others. With advice coming from a variety of sources, how do you make sure it’s being put to use in ways that....

3 Types of Portfolio Reviews and Why They Matter

By Adam Laird on February 25th, 2019

Building and maintaining wealth is a journey. You start by taking the time to understand your needs and goals, and develop a plan and a portfolio that will help you realize them. But how do you make sure you stay on track? Ongoing reviews are key....

Why Portfolio Monitoring Creates Sustainable Wealth

By Adam Laird on November 28th, 2018

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial....

HighView Family Story: Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind

By Loren Francis on September 26th, 2018

This family story is the third 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 what can happen when one member of an affluent family assumes....

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....

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