Neither I nor our firm makes high level calls on the economy. We refrain from peering into our crystal ball in part because the best time to invest is often when the economic news and data are seemingly at their worst. But that doesn’t mean we ignore economic...
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Ian’s Financial Facelift Series – Episode 2
HighView Financial Facelift – Episode 1
Founding Principles – HighView
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Preserving What's Been Accumulated
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 the Global Financial...
Putting funds through the bear market test
The Globe & Mail’s Rob Carrick recently wrote about the lessons learned from those investments that lost the most in calendar 2008. One of his most important points is in the very first sentence where he wrote, “Never buy an investment product...
Should the number of bets affect confidence level in a manager’s value-added?
In this morning’s Globe & Mail, Shirley Won has an article on portfolio manager Noah Blackstein. While yours truly is quoted in this piece, I mention it here because the article touches on a topic that I’ve been mulling for some time. Historical...
Fund Facts a good start, but risk rating & suitability get thumbs-down
A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest. The key feature of this Point of Sale initiative was to provide an...
Enhancing The Quality Of Your Retirement Life
So much effort in the wealth management industry is placed on helping families plan for sufficient investment assets during their retirement years – which is important but it’s not the whole story — as often times, the softer/non-financial/qualitative issues are...
The relevance of YTM & the impact of rising rates
Last week, I wrote about not reading too much into distributions paid by bond mutual fund and bond exchange-traded funds. I admit to being surprised by the sensitive chord this struck with many investors. In the spirit of brevity and focus, I glossed over some finer...
Distribution rate does not equal yield
It’s easy to be seduced by what appears to be a proverbial ‘free lunch’ in the investment world. Nowhere is this more prevalent than in the world of fixed income (i.e. bonds and bond-like investments). There are many potential topics to tackle in...
Welcome To The Family Wealth Management Business
According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million. Although these households represent a very small portion of the total households in Canada (<1%), we believe that...
Swinging for the fence is not a sustainable wealth strategy
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 making concentrated...
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