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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

... for tuna in Lake Michigan, you can fish all you want, but you won’t catch a tuna!  The same goes for finding a great financial advisor, you need to look in the right places.  I am firmly of the opinion ...

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

... just to make sure I wasn’t dreaming… Bonds can, and do lose money!  I have been writing on this subject for over a year now.  Recently, confirmation of my concern over the bond market has ...

AVOIDING THE BOND BUBBLE

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

... everywhere these days.  Pie charts are now en vogue and every brokerage firm has a whole bunch of them they would like to sell to you.  Unfortunately, they all seem to be about the same when ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

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

... of hers.  She may in fact sell you the investment that pays her the most commission, so long as the investment is deemed suitable.  She is also able to sell you proprietary products if her firm ...

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 ...

Structured Products - Stay Away!

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

... who sells them makes money and so does the firm who made them. Why are they being sold now? In the wake of the financial crisis, the major investment banks need to find new and creative ways to make ...