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Contact Us
303-863-7112
About Us
Our Story
Our Team
Community
Awards
Services
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Education Planning
Philanthropic Planning
Business Exit Strategy
Tools to Help
Buyout Barometer®
Recession Prep Scorecard
Retirement Shock Absorber
Retirement Tax Filter
Withdrawal Stress Test
Family Love Letter
Insights
Latest Insights
Videos
Become a Client
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Latest Insights
Brown and Company Keeps You Posted
August 18, 2020
3 Estate Planning Strategies You Should Consider Now
Today’s low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when...
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August 17, 2020
The Big Five: What College Football Can Teach Us About the Stock Market
If you’re like a lot of people, you’ve been thinking, “why is the stock market doing so well when...
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August 4, 2020
What Is Tax-Loss Harvesting and Why You Should Care About It?
One way to help boost returns without incurring any extra risk is called tax harvesting, which sounds a lot more...
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July 28, 2020
Brown & Company In the News
Brown and Company has been in the news several times recently. We are grateful for the opportunities to...
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July 21, 2020
Executive Compensation: Equity Compensation for Corporate Executives
When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including salary, bonuses, and...
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July 7, 2020
Pros & Cons of Contributing to Nonqualified Deferred Compensation Plans
Pros of Contributing to an NQDC As with any type of compensation plan, there are both pros and cons...
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June 29, 2020
Thoughts on the Market and the Economy
Six months ago, if you would have described a scenario involving more than 40 million people filing for unemployment,...
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June 23, 2020
Advanced Tax Planning Ideas – Lumping Charitable Gifts
If you are one of the 90% of taxpayers who don’t itemize deductions, you cannot claim a federal deduction...
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June 16, 2020
Employee Spotlight: Meet the Team Member (Vonda Charboneau)
This is the latest in a continuing series of posts where we feature a member of our team using...
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June 9, 2020
Plan B™: Retirement Planning for the Unexpected
We know that as life happens, plans change. Nothing works out exactly as planned. Whoever thought the entire world...
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June 2, 2020
Exit Strategies for Business Owners
After years spent launching and growing your business, the day will finally arrive when you can sit back and...
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May 26, 2020
Market Update
Markets higher after holiday – Following the big gains in US equities last week, the S&P 500 Index opened...
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May 21, 2020
Are You Prepared for Another Market Downturn?
We have experienced a significant rebound in investment returns since late March, but if current conditions worsen are you...
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May 19, 2020
Retiring Business Owners – Plan for Succession
If you’re a small business owner, you’ve invested a great deal of time and effort into building your company....
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May 12, 2020
The Small Business’s Guide to Surviving the Coronavirus Pandemic
Whether your business has been temporarily closed by a state shelter-in-place order or is still operating as a provider of essential...
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May 5, 2020
What You Need to Know About Enrolling for Medicare
It is important to stay in the know about knowing when to enroll in Medicare. According to Medicare.gov, when...
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April 22, 2020
Negative Oil Futures Price Creates Confusion
Headlines had oil selling at -$37.63 per barrel at close on Monday, April 20. The negative sign in front?...
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April 17, 2020
The Importance of Financial Planning During a Bear Market
Financial planning is never more valuable than it is during times like these. But it needs to be an...
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