Archive for the ‘Family Wealth Planning’ Category

A recent article in Campden FB highlights a trend in Europe that we at HighView have been witnessing for many years in Canada.  The article focuses on a study done of family businesses and their family offices in Europe and concludes that over one...

 “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...

Yesterday’s Globe & Mail featured an article by U.S. equity manager Larry Sarbit making the case to invest in U.S. stocks now.  He cited his 70% invested position (compared to 10% – 20% a few years ago) to illustrate his...

In this morning’s Globe & Mail, I gave an overview of investors’ three main options for bond (or bond-like) exposure in taxable accounts.  It seems at least two preferred share funds escaped my radar.  I’d also like to touch...

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...

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...