BRAEBURN WEALTH MANAGEMENT IS RECOGNIZED BY FIDELITY CLEARING & CUSTODY SOLUTIONS FOR REACHING $100 MILLION OF ASSETS UNDER MANAGEMENT IN 2016
Norton Shores, Michigan – Michael A. Poland, CFA®, CEO & Founder, Chartered Financial Analyst, Wealth Advisor/Portfolio Manager for Braeburn Wealth Management, along with his associates, Melanie N. Meyer, RP™, Associate Wealth Advisor, Sherri L. Balaskovitz, Director of Marketing, and Caitlyn Mouw, Director of First Impressions/Client Services, were presented with a Simon Pearce crystal pyramid award at a breakfast on Wednesday, October 26, 2016 by Kathleen Marshall, Vice President, Relationship Management for Fidelity Clearing & Custody Solutions based out of Boston, Massachusetts, for their outstanding achievement in reaching $100 Million in Assets Under Management (AUM).
Braeburn Wealth Management was established in August 2011 in Norton Shores, Michigan, as a Registered Investment Advisor. Mr. Poland is known for his in-depth market analysis, customized portfolio offerings, investing with knowledge and discipline, and development of innovative trend indicators. He has been a financial advisor for more than 25 years and practiced with Rehmann Financial, Merrill Lynch, Paine Webber and Smith Barney prior to establishing his firm.
Michael A. Poland, CFA |
Thursday, March 4, 2021
Every year, The Economist Intelligence Unit (EIU) reports on the worldwide cost of living by surveying the cost of 138 goods and services in major cities around the world. As of September 2020, prices were up just 0.3 percent,...
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Michael A. Poland, CFA |
Thursday, March 4, 2021
Students of financial markets may have noted a historically unusual event last week. On Thursday, the yield on 10-year U.S. Treasury notes briefly matched the dividend yield for the Standard & Poor’s (S&P) 500 Index. This type of...
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Michael A. Poland, CFA |
Thursday, February 25, 2021
Throughout the month of February, people in the United States celebrate the achievements of Black Americans. President Gerald Ford started the tradition in 1976 to “…seize the opportunity to honor the too-often neglected...
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Michael A. Poland, CFA |
Tuesday, February 23, 2021
Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying. Last week, Bank of America (BofA) delivered a contrarian’s dream. BofA’s monthly survey of 225 global...
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Michael A. Poland, CFA |
Thursday, February 18, 2021
Throughout history, inventions and new ways of doing things have changed the world: The magnetic compass, which was invented in the 12th century, helped people navigate the world. The printing press, which was invented in the 1400s,...
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