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Total: 14 results found.

Oil - Ignore It

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

Written by Ethan S. Braid, CFA on 12.29.2015   HighPass first commented on commodities and oil over two years ago in an article written on March 28th, 2013.  In that article, “Avoiding the Bond Bubble,” ...

Is the Sky Falling?

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

... for a long time to come.  With yields so low, factoring in inflation and taxes means that you have a negative real return.  Corporate bonds and junk bonds yield scarcely more than treasuries and should ...

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

Written by Ethan S. Braid, CFA on July 16, 2013  Bonds Lost, Now What?   Recently I went on a fly fishing trip to a wonderful lodge & trout stream in Wyoming.  One night after ...

AVOIDING THE BOND BUBBLE

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

Written By Ethan S. Braid, CFA - 03-28-2013 Avoiding the Bond Bubble When I first wrote about the bond bubble, it was May 23rd of 2012.  On that date I wrote an article titled:  “When the ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

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

... may sell you a “fee-based” account where she acts an investment adviser and concurrently sell you bonds or limited partnerships in another account where she gets a commission (which you may not even see) ...

How do Financial Advisors get Paid?

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

... in it – similar to a used car. Years ago bonds would carry as much as 5% embedded commission. Over time competition from discounters and the availability of market data has pushed bond commissions down ...

When The Bond Market Blows Up

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

... $200/barrel prediction). As a result of all of this fun, investors are anything but certain about the future.  Now the name of the game is bonds and names like Bill Gross and Jeffrey Gundlach are the ...

Conflicts of Interest in the Investment World

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

...  Example options A & B (in terms of payment to the stockbroker):   A.The stockbroker shows the clients a $1m variable annuity with a 7% commission and a $4m investment in bonds, limited ...

Structured Products - Stay Away!

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

... their customer base like never before. A structured product is an investment created by Wall Street investment banks that combines traditional investments like stocks and bonds with derivates such as puts ...

What We Don't Do

Created on Monday, 07 November 2011. Posted in content/about

Sell Life Insurance Sell Annuities Sell Structured Products Sell Hedge Funds Sell Initial Public Offerings Sell Bonds with Mark-ups Sell Loans Sell Limited Partnerships Sell Pie Charts ...

blog

Created on . Posted in Category

... options A & B (in terms of payment to the stockbroker):   Show the clients a $1m variable annuity at 7% commission and $2m of bonds at an average of 1.50% commission.   Result is an immediate ...