The Independent Market Observer

Brian Price

Brian Price, CFA®, is the senior vice president of investment management and research at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. He manages the Research team and oversees the asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program. Brian graduated from Georgetown University with a BA in American government. He holds FINRA Series 7, 63, and 65 securities registrations, as well as the CFA® designation.

Recent Posts

Is Santa Checking His Portfolio Twice?

December 23, 2020

Today's post is from Brian Price, senior vice president of investment management and research.

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A Look Under the S&P 500 Hood

August 4, 2020

Today’s post on the recent strong performance of growth stocks comes from Brian Price, senior vice president of investment management and research here at Commonwealth. Over to you, Brian!

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Confessions of an ESG Investing Skeptic

May 20, 2020

Today’s post on ESG investing comes from Brian Price, senior vice president of investment management and research here at Commonwealthand a self-proclaimed ESG investing skeptic. Over to you, Brian!

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Navigating the Capital Gains Distribution Season

December 11, 2019

Today’s post is from Brian Price, Commonwealth’s senior vice president of investment management and research.

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In Defense of Active Management

August 23, 2018

Today’s post is from Brian Price, Commonwealth’s senior vice president of investment management and research.

Much has been made of the recent proliferation of ETFs and the seemingly endless fee war taking place among the providers of low-cost index funds. As a self-described value guy, I love the fact that advisors have the choice of populating client portfolios with cheap beta through passive vehicles that, for the most part, are very tax efficient. In fact, cost and tax efficiency are the two main reasons why I am a firm believer that ETFs and index mutual funds should absolutely be part of the conversation when constructing portfolios.

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The information on this website is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation.

Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets.

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