HighView Blog

The Flaws In Canada’s Financial Adviser System

By Mark Barnicutt on February 18th, 2012

OVERVIEW: Recently, in the Report on Business of the Globe & Mail, there was an article titled, The Flaws In Canada’s Financial Adviser System. This article stated that: “In the investing industry, the line between what’s best for...

Look past emerging markets bond funds’ sales pitch

By Dan Hallett on February 8th, 2012

I was quoted in a recent Globe & Mail article warning that higher yields available in emerging markets bonds (compared to Canada bonds) come with additional risk.  Given that the investment fund industry has launched several emerging markets...

Active or passive? Process, not politics, should drive choice of strategy

By Dan Hallett on January 24th, 2012

The National Post’s Jonathan Chevreau recently asked me and a few other financial professionals how we plan to invest this year’s tax-free savings account contribution.  The way my reply was framed may have given a somewhat different...

Should you hold bonds in taxable accounts?

By Dan Hallett on January 6th, 2012

An investor’s asset allocation strategy refers to how money is divided across different classes of investments – i.e. stocks, bonds and cash. An asset location strategy, however, drills down a level deeper and deals with “where” or in which...

Does dollar cost averaging boost or hinder performance?

By Dan Hallett on December 20th, 2011

In response to many fee-bashing articles of late, I recently urged both the media and the investment industry to broaden the focus to not only fees but also other less obvious performance drags that are tougher to control. To explain one factor I...

Mutual fund critics missing the big picture

By Dan Hallett on December 13th, 2011

Every time markets bleed red, mutual fund investors and the media become much more price-sensitive. So it’s no surprise that print media have featured a barrage of anti-fee articles.  (See the National Post on December 6 and the Globe &...

NFL champs’ owners ante up for the experience not the profits

By Dan Hallett on December 6th, 2011

Today sports fans may be able to fulfill one of their dreams for a mere $275 USD.  Starting December 6 Green Bay Packers, Inc (“GBP”), the corporation that owns the reigning NFL champions of the same name, starts selling at least...

What Entrepreneurs Can Teach The Wealth Management Industry: Cash Flow Is King

By Mark Barnicutt on December 3rd, 2011

OVERVIEW: Every successful entrepreneur knows the business reality that Cash Flow Is King.  In other words, the financial success of their company depends upon the people in their company effectively & efficiently harnessing the assets &...

Compass – HighView Fall 2011 Portfolio Strategy Commentary

By Mark Barnicutt on December 1st, 2011

HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass. To read this report, please click...

Getting Back To Pension Plan Basics For Private Companies

By Mark Barnicutt on November 29th, 2011

Private Companies & Defined Benefit Pension Plans: The global financial challenges over the past several years have been a catalyst for the solvency issues facing so many defined benefit pension plans, not only in Canada but globally.  Although...

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