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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

...  Current value is what you could sell the investment for.  Cost basis is what you invested + any dividends or capital gains that have been re-invested.  In this case, the cost basis would be $50,000 + ...

How to Pick a Great Financial Advisor

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

... an advisor. Has a well-defined process for helping clients. Problem solver. Analytical thinker. Positive attitude. Does not sell products. Has no conflicts of interest. Trustworthy. Listens. ...

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

... by the herd of speculators buying and selling based upon their personal predictions regarding how Intel may or may not fare as data is released on China’s economy.  No doubt, a large number of speculators ...

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

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 ...

Bond Literacy Quiz

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

... to be construed as a solicitation to buy or sell a security or the provision of personalized investment or legal advice.    ...

Bonds Lost, Now What?

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

... for informational purposes only.  No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment or legal advice.   ...

AVOIDING THE BOND BUBBLE

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

... dot.com stocks were selling for hundreds and sometimes thousands of times what a company’s earnings were (and that was for companies with earnings, many didn’t even have earnings)?  Simple answer ...

Is my Financial Advisor a Fiduciary or a Stockbroker?

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

... selling securities - trading) for the account of others.[v]  Brokers have many different titles these days with some of the more common being:  wealth manager, wealth advisor, investment consultant, ...

How do Financial Advisors get Paid?

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

... pressure on stockbrokers to produce more so that they can get a higher payout. Now let me be the first to say that incentivizing your sales employees to sell more is a great idea and many successful companies ...

When The Bond Market Blows Up

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

... when dot.com stocks were selling for hundreds and sometimes thousands of times what a company’s earnings were (and that was for companies with earnings, many didn’t even have earnings)?  Simple answer ...

Conflicts of Interest in the Investment World

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

... you receive may be something very different.  These firms are in the business of selling products and producing a profit.  These products can be in the form of traditional brokerage services or investment ...