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, May 26, 2022
Our brains are hardwired to avoid loss. Studies have found the pain of loss is far more powerful than the pleasure of gain. This is called loss aversion. ...knowing more about bear markets may help reduce the fear of these market declines.
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Michael A. Poland, CFA |
Wednesday, May 25, 2022
Whether markets are experiencing a correction or a bear market, it’s hard to watch your savings and investments decline; and many investors succumb to fear and take actions that damage their ability to reach their financial goals.
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Michael A. Poland, CFA |
Thursday, May 19, 2022
Over the last 50 years, there have been other events that caused investors to think the worst.
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Michael A. Poland, CFA |
Tuesday, May 3, 2022
Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree, a swarm of biting flies, a bear with cubs – you get the idea.
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Michael A. Poland, CFA |
Thursday, April 28, 2022
The preliminary results for the April University of Michigan Survey of Consumer Sentiment showed that sentiment jumped 10 percent from March to April, primarily because consumers are feeling more optimistic about the future.
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