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Total: 26 results found.

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

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

... about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 17 years ago. Mr. Braid earned a BS in finance from ...

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

... client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 16 years ago. Mr. Braid earned a BS in finance from Robert Morris ...

Efficient & Rational Markets? Not a Chance!

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

... it serves.  Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 16 years ...

Stocks are Selling - What Should you do?

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

... serves.  Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 16 years ago. ...

Is the Sky Falling?

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

... for pain? Do the valuations of the assets classes you own seem reasonable? If your financial planning and corresponding investment strategy development processes were diligent and done carefully, ...

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

... dinner my fishing partner, his son and myself were sitting on the deck of the lodge discussing the issues of the day with some of the other guests.  One of those guests happened to be a financial ...

AVOIDING THE BOND BUBBLE

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

... to chase the bond market, despite negative real returns. Investors are still expecting another 2007/08 financial collapse and desire the perceived “safety” and diversification benefit of bonds. The ...

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

Written by Ethan S. Braid, CFA on 8 - 05 - 2012 How do Financial Advisors get paid?    For over a decade, I worked as a stockbroker (my card said financial advisor) at two of the largest Wall Street ...

When The Bond Market Blows Up

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

... research abilities and outperformance capabilities.  Fast forward to today.  The decade in the rear view mirror has given us: Two nasty bear markets for equities. A housing bubble. A financial ...

Conflicts of Interest in the Investment World

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

... advisory services (wrap accounts).  Advice from their salespeople (also called stockbrokers and financial advisors) is typically considered incidental to the sale of products they are promoting or helping ...