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

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

... of experience, manages $80 million dollars of client assets for high net worth investors.  The goal of the article is to help consumers learn the difference between investor return on investment and unrealized ...

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 ...

Efficient & Rational Markets? Not a Chance!

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

... investors?”  In the 1960s Professor Eugene Fama of the University Of Chicago Booth School Of Business developed the Efficient Markets Hypothesis (EMH) when completing his PhD thesis.  The EMH asserts ...

Stocks are Selling - What Should you do?

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

... Trillion, Big Money Investors in ‘No Man’s Land’ Markets in Turmoil:  CNBC Special, Sunday 7pm ET Cramer:  We need leadership now Market Correction not over yet:  Bob Doll Dow Plummets 531 Points ...

Is the Sky Falling?

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

... year and the S&P 500 is negative by about 1%.  People are starting to panic again.  Why?  To give investors some perspective on stock market returns, I put together the following data presentation and ...

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

... the month of June investors withdrew $43.78 billion from taxable bond funds and another $16.4 billion from municipal bond funds[ii].  Do people still think bonds are safe?  My guess is that as ...


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 ...

How do Financial Advisors get Paid?

Created on Thursday, 18 October 2012. Posted in content/blog

... over the years who didn’t understand how the commission structure of an annuity worked, I would have at least a few hundred extra dollars in my bank account. I have met with hundreds of investors over ...

When The Bond Market Blows Up

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

Written by Ethan S. Braid, CFA on 5-23-2012   The last time I saw investors behave the way they are now, it was 1999. Back then the mere announcement of an analyst upgrade would send stocks like Red ...

Structured Products - Stay Away!

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

... and calls. Structured products are created for and marketed to a very wide range of investors. For example, some structured products are geared towards investors who desire principal protection while others ...

Our Process

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

... and firmly believe that the steps you go through to reach an investment portfolio are critical to your success. Too many investors and their advisors spend too much time worrying about markets and watching ...