by Ethan S. Braid, CFA | Jul 2, 2024 | Blog, Market Updates
With half of 2024 in the rear-view mirror, the obsession for mega-cap growth stocks is alive and well. Enthusiasm for a handful of mega-cap stocks has yet to slow down. As investors continue to pile into Apple, Microsoft, Amazon, Nvidia et al, this extremely...
by Ethan S. Braid, CFA | Jun 9, 2024 | Blog, Market Updates
The goal of this article is to help the reader understand yield curve inversion and the significance of yield curve inversion. We will review the last eight inversions so the reader can appreciate the importance of this recessionary indicator. Yield curve inversion...
by Ethan S. Braid, CFA | Jun 8, 2024 | Blog, Investing
Recessions and bear markets are a normal part of the business cycle. There have been ten recessions in the past seventy years; with a recession occurring about every seven years on average. Bear markets come in two varieties, short term, and secular. Short term bear...
by Ethan S. Braid, CFA | Jun 7, 2024 | Blog, Estate Planning
Over my career as a financial advisor I have met with over 300 wealthy families to discuss their estate and retirement plan. About 80% of the time, assets that should be in a trust, are not in the trust. Trust funding is one of the most common estate planning...
by Ethan S. Braid, CFA | Jun 6, 2024 | Blog, Estate Planning
Over the last 25 years I have advised hundreds of wealthy families with their estate plans. In my experience, around 80% of the time, there will be mistakes with trust funding. The most common mistake is simply not funding the trust. Many wealthy families assume that...
by Ethan S. Braid, CFA | Jun 5, 2024 | Blog, Retirement Planning
The number of years a $1 million dollar portfolio will last a person in retirement will depend on the following four factors: Asset Allocation Spending Rate Percentage Investment Selection & Performance Behavior ASSET ALLOCATION Asset allocation is a critical...
