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The Three Worst Retirement Planning Mistakes

The Three Worst Retirement Planning Mistakes

by Ethan S. Braid, CFA | May 30, 2024 | Blog, Retirement Planning

1.) SELLING YOUR PORTFOLIO AT THE BOTTOM OF A BEAR MARKET Over the last 25 years I have seen many, too many, retirement planning mistakes. One of the most serious retirement planning mistakes that you can make is to try to time the market and sell your portfolio at...
Investor Returns vs Unrealized Gain/(Loss) Cost Basis Reporting

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

by Ethan S. Braid, CFA | May 30, 2024 | Blog, Investing

Why am I losing money? In my role as an investment adviser, I have the distinct privilege of providing advice to clients who have achieved great success in their respective careers and businesses.  Many have degrees from the top universities of the world. ...
4% Rule – Three Important Questions Before You Use It

4% Rule – Three Important Questions Before You Use It

by Ethan S. Braid, CFA | May 29, 2024 | Blog, Retirement Planning

The inflation adjusted 4% rule is a common retirement spending strategy.  To follow the rule, you spend 4% of your portfolio in your first year of retirement and then increase your spending every year thereafter by 3% to account for inflation.  To see if...
Does Your Fee-Based Financial Advisor Have Conflicts of Interest?

Does Your Fee-Based Financial Advisor Have Conflicts of Interest?

by Ethan S. Braid, CFA | May 29, 2024 | Blog, Fiduciary Standard

How Many Financial Advisors Have Conflicts of Interest? Approximately 90% of financial advisors are dual registrants which means they are both financial advisors and stockbrokers. Dual registrant financial advisors often market themselves as “fee-based.”...
Fee-Only vs Fee-Based Financial Advisors. Don’t Get Ripped Off!

Fee-Only vs Fee-Based Financial Advisors. Don’t Get Ripped Off!

by Ethan S. Braid, CFA | May 27, 2024 | Blog, Fiduciary Standard

Today we are going to look at the differences between a fee-only advisor and a fee-based advisor.I am writing this article for all of you who are working with someone who tells you they are fee-based and they are probably ripping you off, hiding their commissions,...
How Much Federal Tax Will You Pay on $150k of Retirement Income

How Much Federal Tax Will You Pay on $150k of Retirement Income

by Ethan S. Braid, CFA | May 24, 2024 | Blog, Tax Planning for Retirement

Today we’re going to look at how much federal tax you pay for $150,000 of retirement income. This is going to be a very helpful tax planning and retirement planning article. For those of you who are trying to get a handle on how much tax you are going to pay at...
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Recent Posts

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  • How To Talk to Your Kids About Trusts 

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