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Total: 24 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

... is your financial advisor?”   Tough Questions to Ask the Financial Advisors You Interview.   How do you get paid? What are your top five most important values? Will you be my fiduciary, on ...

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

... 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

... 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 client investment portfolios ...

AVOIDING THE BOND BUBBLE

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

... 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 client investment portfolios ...

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

... 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 ...

Conflicts of Interest in the Investment World

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

... advice – work with a fee-only advisor who is subject to the Investment Advisers Act of 1940 and operates as a fiduciary for clients.  A fiduciary has a legal duty to act in the best interest of the beneficiary ...

Structured Products - Stay Away!

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

... when compared to that of a fiduciary/investment advisor and requires only that the financial advisor first determine a customer’s risk profile before he or she sells the customer investments. So long as ...