Archive for the ‘Investment Performance and Reporting’ Category

OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...

The biblical figure Methuselah and the “Book Value” or “Book Cost” shown on investment statements have something in common. Maybe all of this distancing is getting to me; but stay with me. Methuselah was said to have lived to the age of 969...

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. The output...

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...

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...

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

Securities regulators have recently sanctioned a few mutual fund companies for spending excessively on promotional events and gifts to financial advisors who sell their funds. This is harmful to investors since it really treats the advisor – not...

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...

Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for “something that’s doing better”. But an understanding of market...

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...