HighView Blog

Borrowing to invest in high-payout funds: a numerical example

By Dan Hallett on November 17th, 2011

My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and a bit of confusion around the tax rules and associated risk.  In this post, then, I thought it would be helpful to run through a...

Group Retirement Plan Investment Approaches: IKEA or Leon’s

By Mark Barnicutt on November 10th, 2011

Overview: For years now, my close friends & family have always joked that I could easily be the all-time winner of the reality show, Canada’s Worst Handyman.  I love building businesses but building furniture and repairing things around...

Leveraging + High Payout Funds = Unhappy Ending

By Dan Hallett on November 7th, 2011

The final chapter to the series of articles I’ve written this year on high-payout investments funds features leveraging.  Over the past few years, I have been contacted by several individual investors and financial advisors about strategies...

Institutional Governance: Focusing On The Wrong Results

By Mark Barnicutt on October 29th, 2011

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...

High Noon In Euroland

By Administrator on October 20th, 2011

World leaders and policy makers have been trying over the past 24 months to control the fallout from the Global Financial Crisis (GFC), circa 2008, and to revive economies across the developed world that are stuck in neutral. So far, success has...

BMO Monthly Income sets the distribution bar unreachably high

By Dan Hallett on October 20th, 2011

This week the Globe and Mail’s John Heinzl took another run at a favourite fund of mine – BMO Monthly Income.  It’s not my favourite fund for investment but rather a favourite to write about.  In his recent article, Heinzl points...

Beat Guldimann Has Joined HighView Financial Group’s Advisory Board

By Mark Barnicutt on October 4th, 2011

We are pleased to announce that Beat Guldimann has joined HighView Financial Group’s Business Advisory Board.  To read the announcement, please click...

Compass Capital Markets Update: ‘What’s Happening In The Markets?’

By Mark Barnicutt on October 4th, 2011

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...

Managing Portfolio Volatility In An Uncertain World

By Mark Barnicutt on October 4th, 2011

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...

Want lower fund fees? Vote with your wallet

By Dan Hallett on October 3rd, 2011

The mutual fund industry seems to be under the microscope on a regular basis.  That’s partly a function of its size.  But, to be fair, it’s also because the industry has earned criticism for its commission structures, high fees and...

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