Search

Search Parameters
Search Only:

Total: 30 results found.

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

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

...    ROI = Current Value/Adjusted Cost Basis   Ethan S. Braid, CFA President HighPass Asset Management 800 – 672 - 7916 www.highpassasset.com           About the author of this article. ...

How to Pick a Great Financial Advisor

Created on Friday, 22 April 2016. Posted in content/blog

... solution make sense to you? Were your problems solved? Did the advisor ask you lots of questions? Did the advisor listen to you?     Ethan S. Braid, CFA President HighPass Asset Management ...

Oil - Ignore It

Created on Tuesday, 29 December 2015. Posted in content/blog

... and stay invested.     Ethan S. Braid, CFA President HighPass Asset Management 800 – 672 - 7916 www.highpassasset.com           About the author of this article. Ethan S. Braid, CFA ...

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

... when you buy and sell but that doesn’t mean you are going to make money!   Ethan S. Braid, CFA President HighPass Asset Management 800 – 672 - 7916 www.highpassasset.com          About ...

Is the Sky Falling?

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

... as well as emerging markets.  Too much risk and not enough value.   About the author of this article. Ethan S. Braid, CFA is the founder of HighPass Asset Management – an independent, fee-only, registered ...

Variable Annuity High Fees, Tax-Deferral Myths & Rider Misnomers Exposed

Created on Tuesday, 06 May 2014. Posted in content/blog

... portfolio where an investor’s cost structure looks like this: Investment management expense                              ranges from                 .75 – 1.50% Investment (mutual funds) charges                           ...

Bond Literacy Quiz

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

...                About the author of this quiz. Ethan S. Braid, CFA is the founder of HighPass Asset Management – an independent, fee-only, ...

Bonds Lost, Now What?

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

... still scarcely little value in the bond market and investors should continue to avoid this bloated asset class.       Ethan S. Braid, CFA President HighPass Asset Management ...

AVOIDING THE BOND BUBBLE

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

... going forward. Start with strategic asset allocation The very first step in the wealth management process is to first determine your need for diversification.  Wealth is created by taking risks ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

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

... advisers provide ongoing advice and investment management based upon the client’s objectives.  Typically the investment adviser is given discretionary authority over the client’s investments.  ...

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 ...

When The Bond Market Blows Up

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

...  HighPass Asset Management www.highpassasset.com  ...

Conflicts of Interest in the Investment World

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

... employed at these firms.  The reasons can be attributed to three main factors:   1.Pressure from management to show certain products to clients (if deemed “suitable”).   When ...