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Total: 33 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

  Written by Ethan S. Braid, CFA on April 22nd, 2016   The author, a fee-only registered investment adviser with more than sixteen years of experience, manages over $70 million dollars of client ...

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

... this question immediately comes up.  I get posed with this question in social settings, with clients and also with prospective clients.  What should I be doing people want to know?  Here is a summary of ...

Bond Literacy Quiz

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

... registered 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 ...

Bonds Lost, Now What?

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

... last night!”  Intrigued, I asked, “why?”  “Well, according to the financial advisor who was holding court last night, he invests his clients’ money in bonds because bonds never lose money.”  ...

AVOIDING THE BOND BUBBLE

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

... advisors and investment managers. I begin with determining a client’s need for diversification, but unlike most financial advisors who then buy every asset class there is, I will only invest in asset classes ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

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

... requires an investment adviser, by law, to act in the best interest of her clients, putting her clients’ interests ahead of her own at all times.[i]  Under the fiduciary duty, an investment adviser ...

How do Financial Advisors get Paid?

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

... brokerage firms. During my time with these sales institutions, I don’t think I can count the number of times that clients and prospective clients asked me, “How do financial advisors get paid?” Back then, ...

Conflicts of Interest in the Investment World

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

...  If you are a client at a major Wall Street bank/brokerage firm, you are automatically exposed to significant conflicts of interest.  You are a client because you are looking for advice.  However, what ...

Estate Planning

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

Our estate planning process begins with the development of a personal net worth statement. Once the personal net worth statement is produced, we learn the client's estate planning objectives. We then review ...