Personally Invested In Your Future™

Sep 29
Common Problems with Property and Casualty Insurance See More

Unanticipated loopholes in a property and casualty insurance policy can cause major headaches for investors and claimants alike. Whether it's ambiguous language in a policy that's construed against the insurance provider or a miscommunication as to how deductibles will be applied, these problems can be expensive and time-consuming to unravel. What three things should investors carefully analyze when reviewing a property and casualty insurance policy?

Sep 14
Brown & Company In the News See More

We've aggregated the various publications where Brown & Company has been featured in the news in recent months. We are grateful for the opportunities to speak with journalists to help educate readers on timely financial topics. Here are the most recent media interviews we have done:

Aug 18
3 Estate Planning Strategies You Should Consider Now See More

Today's low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate of deposit (CD) could yield up to 20 percent per year.1 But there are some distinct advantages to a low-interest-rate environment, and now is a great time to look into some tax-saving estate planning strategies. Learn more about how intra-family loans, charitable trusts, and certain installment sales can help you transfer assets while helping reduce your tax liability.

Aug 17
The Big Five: What College Football Can Teach Us About the Stock Market See More

If you're like a lot of people, you've been thinking, "why is the stock market doing so well when the news is so grim and the economy is still struggling?" To understand what's going on, let's compare the stock market to college football. Think of the S&P 500 Index as being made up of the Big Five and then you have all the rest of the 495 "teams."

Jul 20
Executive Compensation: Equity Compensation for Corporate Executives See More

When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including salary, bonuses, and other forms of compensation, such as equity compensation. This type of compensation is often used as a way to reward performance as well as entice talented professionals into executive levels in a corporation.1

Jun 29
Thoughts on the Market and the Economy See More

Six months ago, if you would have described a scenario involving more than 40 million people filing for unemployment, plunging corporate profits, and a highly contagious worldwide pandemic all translating to portfolios that are essentially flat for the year, we would have considered that to be highly unlikely. And yet, here we are.

Jun 02
Exit Strategies for Business Owners See More

After years spent launching and growing your business, the day will finally arrive when you can sit back and enjoy the fruits of your labor. But, just as starting your business involved hard work and planning, the process of exiting your firm can be a long and challenging process.

May 26
Market Update See More

Markets higher after holiday - Following the big gains in US equities last week, the S&P 500 Index opened above the 3000 level for the first time since early March. Asian and European markets fared better as well, with Japan a standout. Moreover, WTI crude prices are higher after a solid four-week showing. Meanwhile markets remain supported by signs of recovery as more of the US economy reopens

May 19
Retiring Business Owners – Plan for Succession See More

If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you want to build personal financial security and ensure business continuation, it is important to plan ahead. Business succession planning can help create retirement income for a retiring business owner and facilitate the transfer of operations and/or ownership to family or another entity. A succession plan can also provide a strategy to handle unforeseen events, such as death or disability.