Archive for the ‘Family Wealth Planning’ Category

As an Outsourced Chief Investment Officer for affluent families, at HighView Financial Group, we frequently receive questions from our clients concerning our view about the use of insurance as an investment vehicle within client portfolios. At...

The final chapter to the series of articles I’ve written this year on high-payout investments funds features leveraging.  Over the past few years, I have been contacted by several individual investors and financial advisors about strategies...

Please click here to read an interim quarter update by HighView Financial Group which provides an overiew of the current volatilty that is happening almost daily in the global capital...

The global debt crisis, particularly for governments in Europe & the United States, has created an environment of uncertainty that has led to a period of extreme capital markets volatility around the world. At HighView Financial Group, our view...

A ‘minimalist’ lifestyle usually refers to living only with the basics.  The less ‘stuff’ you have, the less you have to worry about day-to-day and the happier you will be, say proponents.  Perhaps you can’t part...

Charles Ellis recently wrote an article in the August 2011 Issue of the Financial Analysts Journal titled, “The Winner’s Game“. In this article, Ellis does a great job of outlining the key issues that face the global investment...

Last night, I had an opportunity, along with some of my business partners, to watch an advanced Canadian screening of the documentary, ‘Chasing Madoff’. I’ll disclose upfront that I know personally one of the...

By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW The recent market volatilities have served as a strong reminder that investing in a globally, intertwined economy of sovereign debt issues is distinctly different than the twenty-five year period prior to...

So much effort in the wealth management industry is placed on helping families plan for sufficient investment assets during their retirement years – which is important but it’s not the whole story — as often times, the...