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By Mark Barnicutt, MBA, FCSI, CFA THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end wealth management client is that they truly have a full range of choice from which … 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 … By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW: Recently, in the Report on Business of the Globe & Mail, there was an article titled, The Flaws In Canada’s Financial Adviser System. This article stated that: “In the investing industry, the line between what’s best for the client and what’s good … By Mark Barnicutt, MBA, FCSI, CFA OVERVIEW: Every successful entrepreneur knows the business reality that Cash Flow Is King. In other words, the financial success of their company depends upon the people in their company effectively & efficiently harnessing the assets & resources of the company in order to generate Revenues that HighView Financial Group has recently published our quarterly portfolio strategy commentary for Fall 2011: HighView Compass. To read this report, please click here. By Mark Barnicutt, MBA, FCSI, CFA As an Outsourced Chief Investment Officer for affluent families, at HighView Financial Group, we frequently receive questions from our clients concerning our view about the use of insurance as an investment vehicle within client portfolios. At HighView, we do not profess to be experts when it comes to life insurance recommendations. Our role … By Mark Barnicutt & Gary Brent We’re pleased to announce the upcoming release of our book called: The Wealth Steward: Preserving & Growing Capital With A Fiduciary Mindset Why Did We Write Our Book? While ‘The Wealth Steward’, in many ways, reflects and captures the business model we have developed for HighView Financial Group, the … 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. By Mark Barnicutt, MBA, FCSI, CFA 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 remains that it will take many … By Mark Barnicutt, MBA, FCSI, CFA Charles Ellis recently wrote an article in the August 2011 Issue of the Financial Analysts Journal titled, “The Winner’s Game“. In this article, Ellis does a great job of outlining the key issues that face the global investment management industry as well as what he believes is a solution …   ----------------------- |
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