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Total: 30 results found.

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

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

Investor Returns vs. Unrealized Gain/(Loss) Cost Basis Reporting   Written by Ethan S. Braid, CFA on 11.01.2016   The author, a fee-only registered investment adviser with more than seventeen years ...

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

... earnings yield, cash flow generation, innovation potential as well management’s game plan all points to a very compelling investment opportunity.  I believe that Intel is worth more than the current price ...

Stocks are Selling - What Should you do?

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

... as +43% in any given year, why would we have any concern over the fact that the S&P 500 is currently at -4.27% year-to-date?  Would it be even remotely logical to sell your stock market investments and ...

Is the Sky Falling?

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

... 32.39 2012                16.00 2011                2.11 2010                15.06 2009                26.46 2008                (37.00)   Including today’s sell-off, an investment of $1,000,000 ...

Bond Literacy Quiz

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

... experience dramatic losses.  These complex investments are susceptible to many different risks ranging from liquidity, country specific credit and currency issues to interest rates and inflation.  ...

Bonds Lost, Now What?

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

... advisor.  Tired from a long day in the sun, I turned in early just as the conversation shifted to investments.  The next morning, my buddy says to me, “you should have stuck around for the conversation ...

AVOIDING THE BOND BUBBLE

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

... market.  Instead, I encouraged investors to look to the equity markets for more compelling investment opportunities, with many stocks yielding in the 3% - 5% range and the market as a whole undervalued ...

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

... that the stockbrokers at most of the traditional brokerage firms are nothing more than high paid salespeople.   Welcome to conflict of interest 201. Do you want your estate planning and investment guidance ...

When The Bond Market Blows Up

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

... is a value in an investment and an opportunity to make money is an entirely different matter - something a skilled analyst is quite capable of deciding.  With the 30 year treasury providing a scant 2.86% ...

Conflicts of Interest in the Investment World

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

... had hired in the past to represent them had now become an adversary on the other side of the table against them!   How do conflicts of interest show up in the world of investments?    ...