Archive for the ‘Foundation Asset Management’ Category

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....

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....

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....

Thinking Client-First: Goals-based Investing

By Loren Francis on June 6th, 2017

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the....

Challenges Facing Foundations Seeking Effective Asset Management (And the Solution!)

By Mark Barnicutt on April 26th, 2016

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available....

Why Engage The Services Of An Investment Fiduciary?

By Mark Barnicutt on November 30th, 2014

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view....

It is time to prepare for the bear

By Dan Hallett on November 26th, 2014

All year I've been wanting to write an article urging advisors and individual investors to prepare for the next bear market.  When stock markets hit a pothole in late summer and early fall, it struck me as an opportune time to refresh this idea. ....

Are you chasing an investment celebrity or the superior money manager?

By Dan Hallett on October 17th, 2014

So-called 'Bond King' Bill Gross made headlines with his recent decision to leave PIMCO - the firm he founded more than 40 years ago - to join Janus Capital Group.  How best to deal with manager changes and whether investors and advisors should....

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