Archive for the ‘Portfolio 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...

Responsible Investing and Alignment with the Sustainable Development Goals (SDGs)

By Loren Francis on May 7th, 2019

How does a company go bankrupt because of a forest fire? How does an investment grade company fall to junk status in a week? Just ask Pacific Gas & Electric (PG&E) how 2018 stacked up for them. What can we learn from this to be able to ask...

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...

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 to...

Cannabis Stocks: Worth the Hype or Likely to Send Your Wealth Up in Smoke?

By Dan Hallett on October 23rd, 2018

I can’t recall the last time I discussed investments without “pot stocks” entering the conversation – whether at the gym, at lunch, and at the barber (not sure if he’s wealthy or not). The infatuation doesn’t match the insanity of the...

HighView’s Focus on ESG Integration and Social Impact Investing

By Loren Francis on August 15th, 2018

In 2017, HighView proudly became a member of the Responsible Investment Association (RIA). HighView believes there is a fiduciary duty to invest prudently without taking undue risk. Incorporating Environmental, Social and Governance (ESG) standards...

Mitigating Volatility to Create Sustainable Family Wealth

By Adam Laird on May 18th, 2018

For families who have built their wealth over a lifetime or have experienced a liquidity event such as the sale of a business after decades of hard work, the prospect of being held hostage to the whims of the market can be frightening. The reality...

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...

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