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Total: 29 results found.

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

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

... gain/(loss) cost basis reporting for an investment.  Many large custodians ($500 billion or more in client assets) do not show investor return on investme on nt on their clients’ statements.  Instead these ...

How to Pick a Great Financial Advisor

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

... while other financial advisors have credentials that nearly anyone can earn with minimal difficulty.  Not all financial advisors are required to act in their clients’ best interest.  According to the Department ...

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

... Some of the more savvy financial advisors have put their clients into bond products that are labeled “unconstrained bond funds” which give themselves wide latitude for investment decisions and imply that ...

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

... at the business card of many of today’s stockbrokers, you may see the words:  advisory and brokerage services. Thus, providing objective advice to clients is exceptionally difficult for the salespeople ...

Estate Planning

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

... are incorrectly titled relative to the existing plan. Our clients appreciate the peace of mind we offer them by helping them get their assets titled properly relative to the estate planning documents. ...