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

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

Investor Returns vs. Unrealized Gain/(Loss) Cost Basis Reporting   Written by Ethan S. Braid, CFA on 11.01.2016   The author, a fee-only registered investment adviser with more than seventeen years ...

How to Pick a Great Financial Advisor

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

  Written by Ethan S. Braid, CFA on April 22nd, 2016   The author, a fee-only registered investment adviser with more than sixteen years of experience, manages over $70 million dollars of client ...

Oil - Ignore It

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

Written by Ethan S. Braid, CFA on 12.29.2015   HighPass first commented on commodities and oil over two years ago in an article written on March 28th, 2013.  In that article, “Avoiding the Bond Bubble,” ...

Efficient & Rational Markets? Not a Chance!

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

... by speculators and be prepared to wait, years potentially, before the herd recognizes that Intel deserves a higher price than its current market value.  With the right amount of patience, there could be ...

Stocks are Selling - What Should you do?

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

... we know that the base rate for the stock market is a little over 8%.  With 200 years of data to look back on, we would expect that 95% of the time (i.e. what we consider “normal” – the range of returns ...

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

... 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 ...


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 ...

How do Financial Advisors get Paid?

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

...    But what if the stockbroker instead only sold the higher paying products like insurance, annuities, et al? Then her income would increase by $30,000 per year! Instead of getting paid 42%, she would ...

When The Bond Market Blows Up

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

... extrapolation, hindsight bias and herd mentality to say the least!  According to Morningstar, for the years 2009 – 2011, open-end mutual fund taxable bond assets increased by $680 billion dollars, while ...

Conflicts of Interest in the Investment World

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

... expenses and they have no debt.       Hypothetical Clients Sue & Bob   Age:                                                   65 years old Children:                                             ...