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Total: 25 results found.

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

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

... about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 17 years ago. Mr. Braid earned a BS in finance from ...

How to Pick a Great Financial Advisor

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

... all of my accounts? Do you sell life insurance or annuities? What licenses do you have? Tell me about two planning cases that you worked on where your advice had a significant, measurable impact ...

Oil - Ignore It

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

... client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 16 years ago. Mr. Braid earned a BS in finance from Robert Morris ...

Efficient & Rational Markets? Not a Chance!

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

... it serves.  Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 16 years ...

Stocks are Selling - What Should you do?

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

... serves.  Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry over 16 years ago. ...

Is the Sky Falling?

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

... for pain? Do the valuations of the assets classes you own seem reasonable? If your financial planning and corresponding investment strategy development processes were diligent and done carefully, ...

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

... and providing customized financial planning advice since he started working in the investment industry 14 years ago. Mr. Braid earned a BS in Finance from Robert Morris University, an MBA from Cleveland ...

AVOIDING THE BOND BUBBLE

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

... and providing customized financial planning advice since he started working in the investment industry 14 years ago. Mr. Braid earned a BS in Finance from Robert Morris University, an MBA from Cleveland ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

Created on Tuesday, 14 May 2013. 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 ...

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 ...

Conflicts of Interest in the Investment World

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

... to the clients it serves.  Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry ...

Estate Planning

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

Our estate planning process begins with the development of a personal net worth statement. Once the personal net worth statement is produced, we learn the client's estate planning objectives. We then review ...