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Total: 26 results found.

Investor Returns vs. Unrealized Gain/(Loss) Cost Basis Reporting

Created on Wednesday, 02 November 2016. Posted in content/blog

...  Ethan S. Braid, CFA is the founder of HighPass Asset Management – an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients it serves.  Mr. Braid has been passionate ...

How to Pick a Great Financial Advisor

Created on Friday, 22 April 2016. Posted in content/blog

... assets for high net worth investors.  The goal of the article is to provide consumers with a solid process to select and then evaluate a great financial advisor.     Background   The thought ...

Oil - Ignore It

Created on Tuesday, 29 December 2015. Posted in content/blog

... is the founder of HighPass Asset Management – an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients it serves.  Mr. Braid has been passionate about managing ...

Efficient & Rational Markets? Not a Chance!

Created on Tuesday, 25 August 2015. Posted in content/blog

...    About the author of this article. Ethan S. Braid, CFA is the founder of HighPass Asset Management – an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients ...

Stocks are Selling - What Should you do?

Created on Friday, 21 August 2015. Posted in content/blog

... the author of this article.   Ethan S. Braid, CFA is the founder of HighPass Asset Management – an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients it ...

Is the Sky Falling?

Created on Wednesday, 15 October 2014. Posted in content/blog

... investment advisory firm with a fiduciary duty to the clients it serves.  Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since ...

Bond Literacy Quiz

Created on Thursday, 30 January 2014. Posted in content/blog

January 24th, 2014 Bond Literacy Quiz The 30 year bull market for bonds has created a tremendous amount of confusion for both financial advisors and individual investors.  I developed this quiz ...

Bonds Lost, Now What?

Created on Monday, 22 July 2013. Posted in content/blog

... advisor.  Tired from a long day in the sun, I turned in early just as the conversation shifted to investments.  The next morning, my buddy says to me, “you should have stuck around for the conversation ...

AVOIDING THE BOND BUBBLE

Created on Tuesday, 14 May 2013. Posted in content/blog

... you get under the hood of those pie charts…buy a little bit of everything and hold on.  How is that process value-added?  You don’t need to hire a financial advisor or pay a brokerage firm for ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

Created on Tuesday, 14 May 2013. Posted in content/blog

Written by Ethan S. Braid, CFA - March 2013   Is my Financial Advisor a Fiduciary or a Stockbroker?   What is the fiduciary duty and why is that important?   The fiduciary duty ...

How do Financial Advisors get Paid?

Created on Thursday, 18 October 2012. Posted in content/blog

Written by Ethan S. Braid, CFA on 8 - 05 - 2012 How do Financial Advisors get paid?    For over a decade, I worked as a stockbroker (my card said financial advisor) at two of the largest Wall Street ...

Conflicts of Interest in the Investment World

Created on Sunday, 22 January 2012. Posted in content/blog

... advisory services (wrap accounts).  Advice from their salespeople (also called stockbrokers and financial advisors) is typically considered incidental to the sale of products they are promoting or helping ...

Structured Products - Stay Away!

Created on Friday, 02 December 2011. Posted in content/blog

... and large commissions. The financial advisors/stockbrokers who work at the big Wall Street banks adhere to something called the suitability doctrine. The suitability doctrine is a lower standard of care ...