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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
March 13, 2023
Making Sense of Recent Bank Headlines
What is going on? Late last week, liquidity concerns and a run on deposits resulted in the failure of...
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September 23, 2022
Here We Go Again
As the title would suggest, the stock market rally coming off the June 16th lows has reversed course and...
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June 15, 2022
Nowhere to Hide – June 14, 2022
Good afternoon, With equity markets in bear market territory (i.e. at least 20% off of a recent...
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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...
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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...
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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...
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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...
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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...
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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,...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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