Latest Insights

Brown and Company Keeps You Posted

June 15, 2022

Nowhere to Run – June 14, 2022

Good afternoon, With equity markets in bear market territory (i.e. at least 20% off of a recent...

May 6, 2022

Volatile Markets – May 6, 2022

The volatility of the stock and bond markets started at the beginning of the year as both markets faced...

February 23, 2022

Current Geopolitical Risk

Dear Clients and Friends, As the Russia/Ukraine conflict evolves and escalates we thought that providing a chart (as we...

February 23, 2022

HOW CAN AFFLUENT WOMEN USE THEIR 401(K)?

How Can Affluent Women Use Their 401(k)? February 23, 2022 A 401(k) allows (most) account owners to stash...

February 16, 2022

Protecting Your Financial Information Online

Always confirm the website you are inputting personal information on is a secure site. Use different pins and passwords...

January 25, 2022

January 2022 Stock Market Update

Two weeks ago, we sent a client note and market update indicating that with the stock market at or...

January 25, 2022

What is the Metaverse and Why is Everyone Talking About It?

Is Mark Zuckerberg ahead of his time by rebranding Facebook into Meta or just keeping up? Nike, Microsoft, Shopify,...

November 30, 2021

Cybersecurity – Why it Matters at Home and Work

Robinhood became the latest company in a long line of household names to have their data compromised this year....

November 30, 2021

Supply Chain Issues, How Long Can They Last?

Supply chain issues are now bringing new focus to trucking, ports, and retail. Worker shortages are affecting more than...

October 22, 2021

Are Your Children Ready for What’s Next?

What level of financial conversations are you having with your children? Broaching financial discussions in a way that is...

October 22, 2021

Did the Pandemic Speed Up Your Business Succession Plan?

66% of business owners stated that the Pandemic sped up any plans they had to sell their business Only...

September 2, 2021

Employee Spotlight: Meet the Team Member, Ellewynn Tieszen

This is the latest in a continuing series of posts where we feature a member of our team using...

August 11, 2021

2021 Mid-Year Market Outlook Webinar Replay

2021 Mid-Year Outlook Webinar Now Available LPL Financial Chief Investment Officer Burt White joins Mark Brown for a discussion...

March 3, 2021

Fourth Quarter Earnings Boom

Here Comes The Earnings Boom LPL Research reviews an incredible earnings season and speculates on a potentially strong earnings...

February 19, 2021

One Year Later: 3 Lessons Learned Since the Market Peak

We like this recent blog out of LPL research and thought we would share with you…it will sound familiar...

February 9, 2021

Developing an Asset Protection Plan

On average, a new lawsuit is filed every two seconds in the United States. But few of us seriously...

February 2, 2021

How Charitable Giving Can Benefit Donors

Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling...

January 22, 2021

Traits of Successful Entrepreneurs

We all love stories of originality and innovation. Who isn’t inspired by the entrepreneur who was willing to risk...

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