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Total: 30 results found.

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

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

... of experience, manages $80 million dollars of client assets for high net worth investors.  The goal of the article is to help consumers learn the difference between investor return on investment and unrealized ...

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

... and stay invested.     Ethan S. Braid, CFA President HighPass Asset Management 800 – 672 - 7916 www.highpassasset.com           About the author of this article. Ethan S. Braid, CFA ...

Efficient & Rational Markets? Not a Chance!

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

... a significant profit opportunity for Intel investors that would certainly defy the EMH.  Ethan S. Braid, CFA President HighPass Asset Management 800 – 672 - 7916 www.highpassasset.com         ...

Stocks are Selling - What Should you do?

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

... when you buy and sell but that doesn’t mean you are going to make money!   Ethan S. Braid, CFA President HighPass Asset Management 800 – 672 - 7916 www.highpassasset.com          About ...

Is the Sky Falling?

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

... cannot emotionally handle this type of loss, she should not have 100% stock market exposure.  Instead, she should incorporate an asset allocation strategy that is designed to lower her loss potential to ...

Bond Literacy Quiz

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

... as a way for individuals to test their knowledge about an asset class that is widely used and highly misunderstood.  The answers are at the end of the quiz. 1. a.True b.False  ...

Bonds Lost, Now What?

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

... still scarcely little value in the bond market and investors should continue to avoid this bloated asset class.       Ethan S. Braid, CFA President HighPass Asset Management ...

AVOIDING THE BOND BUBBLE

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

... bonds.  Different asset class, same story.  Buying an overvalued asset at the worst possible time always leads to portfolio losses. What is likely to happen to the bond market? Predicting ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

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

... fiduciary duty.  Investment advisers also use a number of titles in addition to investment adviser, such as:  investment manager, portfolio manager, wealth manager, and asset manager.  Investment ...

How do Financial Advisors get Paid?

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

... 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 about managing ...

When The Bond Market Blows Up

Created on Wednesday, 23 May 2012. Posted in content/blog

... extrapolation, hindsight bias and herd mentality to say the least!  According to Morningstar, for the years 2009 – 2011, open-end mutual fund taxable bond assets increased by $680 billion dollars, while ...

Conflicts of Interest in the Investment World

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

... 3                      Grandchildren:                                    4 Total Investable Assets:                      $5.0 million dollars Net worth:                                 ...