Archive for the ‘Portfolio Management’ Category

There have been many large proclamations in the investing world over the years. Perhaps the most famous – or infamous – is Business Week’s August 13, 1979 magazine cover declaring “The Death of Equities”. Others emerged during the late...

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...

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,...

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...

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...

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...

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...

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...

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...

For virtually my entire career, bond yields have been characterized as “historically low” – yet have fallen with few interruptions. Since the Financial Crisis, however, yields have been super skinny and have continued falling. Razor...