HighView Blog

HighView Article In Benefits Canada

By Mark Barnicutt on January 14th, 2011

Greg Rodger and Dan Hallett of HighView Financial Group recently wrote an article on the use of bonds in institutional client portfolios, which is featured in a recent article of Benefits Canada. To view this article, please click...

Putting monthly distributions to the test

By Dan Hallett on January 12th, 2011

I don’t make many bold predictions.  But nearly a decade ago I did just that in this article.  I challenged the most popular monthly income mutual fund of the day, now known as IA Clarington Canadian Income (now called IA Clarington...

Advisor’s Alpha

By Mark Barnicutt on January 11th, 2011

HighView Financial Group, as a firm, has always held the view that the greatest value provided by quality Investment Advisors to their clients is the stewardship of their wealth.  In other words, the accumulation of wealth requires patience,...

Facebook’s quasi-IPO raises regulatory & valuation concerns

By Dan Hallett on January 4th, 2011

The financial media are abuzz about Goldman Sachs’ $450 million common share investment in Facebook for a tiny piece of the popular company.  As I read a few reports of this latest round of financing, it occurred to me that Goldman bought...

A sense of history helps to assess past performance

By Dan Hallett on December 29th, 2010

In the Globe and Mail recently, Shirley Won screened for the best and the worst among U.S. equity funds for the decade through November 30, 2010.  A couple of funds on the list struck me as worthy of further comment, which point to the need to...

It’s Not Always About Growth

By Mark Barnicutt on December 19th, 2010

Overview: The past few years in the asset management business have been very interesting.  Compared to much of the 1990s and first 1/2 decade of the 21st century, investors of all types are now very sensitive to the various global economic risks...

Adding value to ETF portfolios

By Dan Hallett on December 16th, 2010

In an April 2010 post, I wrote of the challenges advisors face when using ETFs as the product solution for constructing client portfolios.  In the May 2010 issue of Investment Executive, I turned around and touched on advisors’ potential...

Don’t forget bonds

By Dan Hallett on December 15th, 2010

There is an interesting dichotomy at play today in retail investment circles.  Individual (i.e. retail) investors are clamouring for bonds and bond funds since the wounds from the 2007-09 bear market remain fresh while bonds have been a haven. ...

All synthetic bond funds are not equal

By Dan Hallett on December 10th, 2010

In the December issue of Investment Executive, I wrote about synthetic bond funds.  I couldn’t mention them by name in that article, but I used a couple of new Franklin Templeton synthetic bond funds to illustrate that not all new products of...

Don’t get too cozy with your investments

By Dan Hallett on December 9th, 2010

Various media ran an article today proclaiming that investors are more confident in 2010 compared to a year ago.  While I always scratch my head at such articles, I can also understand that investors feel better when the investments they’re...

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