The Goldman Sachs Letter - Also A Canadian Issue

By Mark Barnicutt, MBA, FCSI, CFA

Yesterday, Greg Smith published his infamous Op-Ed article in the New York Times titled, “Why I Am Leaving Goldman Sachs“.  In this article, Smith effectively states that Goldman Sachs has ‘lost it’s moral compass’ and puts its business’ interests ahead of its clients’ interests.  Although Smith’s article has garnered an …

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Compass - HighView Fall 2011 Portfolio Strategy Commentary

HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass.

To read this report, please click here.

Compass Capital Markets Update: 'What's Happening In The Markets?'

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 markets.

Chasing Madoff - The Documentary

By Mark Barnicutt, MBA, FCSI, CFA

Last night, I had an opportunity, along with some of my business partners, to watch an advanced Canadian screening of the documentary, ‘Chasing Madoff’.

I’ll disclose upfront that I know personally one of the ‘Foxfounds’ who chased Madoff for ten years – Frank Casey – who, as a long standing professional of the US …

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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 Crisis of 2008/2009.

For affluent family investors who have accumulated large sums of hard-earned capital …

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Compass - HighView Winter/Spring 2011 Capital Markets Commentary

HighView Financial Group has recently published our capital markets commentary for Winter/Spring 2011: HighView Compass.

To read this report, please click here.

Thoughts on Recent Global Events

By Greg Rodger, CFA

It is likely difficult for any of us to truly comprehend the toll that the recent tragic events in Japan have taken on its people. Our thoughts and prayers are with them.

While in some ways it feels trivial and disrespectful to comment on the financial ramifications of these events when …

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Facebook's quasi-IPO raises regulatory & valuation concerns

By Dan Hallett, CFA, CFP

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 more than a pile of common shares, that this deal could …

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It's Not Always About Growth

By Mark Barnicutt, MBA, FCSI, CFA

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 that now exist;  this has been evidenced by the increased volatility of …

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Debunking Beta

By Mark Barnicutt, MBA, CFA

One of the Financial Planners that we work with recently highlighted to me that in the September 2010 issue of Forbes magazine, there’s an article by David Dreman of Dreman Value Management, in which he makes the case that it’s time to delete the

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