Archive for the ‘Portfolio Management’ Category

The Historical Focus: Over the past three decades, institutional investors – such as group retirement plans, foundations & endowments – have gradually been lured into the erroneous belief perpetuated by the global wealth management...

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...

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...

Some of my partners and I recently met with investors that have some commonalities pertaining to how they built their significant wealth.  Each of these investors, through a combination of hard work and good fortune, amassed significant wealth by...

The Globe & Mail recently ran an article on rebalancing, featuring comments and opinions from some industry giants.   The article ends with advice from John Bogle, who suggests that rebalancing is a personal choice.  He discourages the...

To ensure a client’s investment portfolio continues to meet the objectives for which it was designed, HighView believes in regular reviews, typically quarterly, of three components: Goals Review, Portfolio Review & Policy Review. 1. Goals...

Investment Stewards & Their Challenges: At HighView Financial Group, we recognize that there are many people that have a fiduciary obligation for the oversight of wealth that has been entrusted to them for the benefit of others — advisory...