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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 … An investor’s asset allocation strategy refers to how money is divided across different classes of investments – i.e. stocks, bonds and cash. An asset location strategy, however, drills down a level deeper and deals with “where” or in which accounts to hold your chosen stocks, bonds and cash. Today’s bond yields might prompt some investors … 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 … 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 … By Mark Barnicutt, MBA, FCSI, CFA The Challenges Facing Investors: At HighView Financial Group, we believe that investors are faced with ever-increasing complexities in the management of their assets. As a result, we are witnessing many investors on a mission to find a framework that will allow them to structure and manage their assets in a manner … By Mark Barnicutt, MBA, FCSI, CFA It’s An Investment Product World: Investors are so used to hearing investment professionals talk about the merits of their favourite investment opportunities whether it be gold, oil & gas, real estate, bonds, bank stocks, technology stocks….whatever the short-term ‘generic investment flavour’ happens to be at that point in time. … By Mark Barnicutt, MBA, FCSI, CFA Most people agree that bad habits are hard to break. The unfortunate reality, though, is that the global investment management industry has developed a really bad habit over the past several decades: Convincing investor clients that their goal should be to try to consistently outperform the various stock & bond market indices. I … By Dan Hallett, CFA, CFP 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 buying rise in price. But unlike with retail goods, investors don’t … By Mark Barnicutt, MBA, CFA The Ontario Securities Commission (OSC) recently released their 2010 Compliance & Registrant Regulation (CRR) Branch Annual Report. One of the topics that received considerable, plain language commentary was how Portfolio Managers collect and use client’s KYC information in providing suitable investment advice, especially as it relates to Portfolio Managers who operate under …   ----------------------- |
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