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Total: 20 results found.

How to Pick a Great Financial Advisor

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

... the investments in their portfolio.  For example, many times I have met investors who became displeased with their advisor over market losses within the first year of the client-advisor relationship.  ...

Oil - Ignore It

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

...  Recently the stock market has experienced selling pressure on days that oil has gone down in price or when the outlook for oil has indicated even lower prices may be ahead. Why?   Memories of ...

Efficient & Rational Markets? Not a Chance!

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

Written by Ethan S. Braid, CFA on 8.24.2015 The trading action in the markets today was intense.  Speculators ran about like wild gazelles being hunted by lions, dashing this way and that merely at the ...

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

Written by Ethan S. Braid, CFA on 10 - 15 - 2014   Is the Sky Falling?   With the sell-off in the stock markets today, as of 1:30pm ET, the Dow Jones Industrial Average is down about 4% for the ...

The Fiduciary Standard, CFP® Professionals & Commissions Don't Mix Well

Created on Wednesday, 01 October 2014. Posted in content/blog

... “Fee-based” sounds like “fee-only,” but in reality is nothing more than a marketing ploy to cover up the fact that an FA gets paid commissions in addition to fees. Ask the FA to demonstrate how she follows ...

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

... 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

... Bond Market Blows Up.”  The article can be found on my company’s blog site.  My analysis at the time was that at a 2.86% yield on the 30 year treasury, there was no value proposition in the bond ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

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

... not disclosed and the fiduciary duty is not followed. How can I tell if my adviser is a fiduciary or a stockbroker?   Look at the disclosures on the advisor’s website, marketing materials ...

How do Financial Advisors get Paid?

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

... in it – similar to a used car. Years ago bonds would carry as much as 5% embedded commission. Over time competition from discounters and the availability of market data has pushed bond commissions down ...

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 ...

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 ...