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Brown and Company Keeps You Posted

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...
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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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January 5, 2021

Redefining Legacy: It’s Not Just What You Leave Behind

If we’re fortunate enough, there comes a point in our lives when we begin thinking less about the things...
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December 29, 2020

The Risk of Rising Interest Rates

Interest rates remain near all-time lows. Since September of 1981, the Federal Reserve has guided 10-year Treasury rates from...
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December 14, 2020

Creativity Starts with Empathy

One of the wisest sayings is “The more I learn, the less I know.” In 1817, the poet John Keats...
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December 3, 2020

Top 10 Year-End Planning Ideas

As we approach the end of the year, it is always beneficial to establish and review financial goals to...
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December 1, 2020

3 Tax Strategies to Consider at Year-End

With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider...
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November 25, 2020

Redefining Retirement: Take Our Free Assessment

As a wealth management firm, our objective is to not only help clients reach their goals, but also define...
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November 16, 2020

Post-Election Commentary: Impact on the Markets

In the month leading up to the election, we held our Fall Lecture Series of webinars (click here to...
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November 12, 2020

Personal Finance Needs to Be Personalized: Why Rules of Thumb Are Misleading

If you are trying to figure out how much you need to save for retirement or determine how much...
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October 27, 2020

GRATs: A Planning Tool for Business Succession

For today’s business owner, continuation and estate planning go hand-in-hand. Without proper tax strategies, the time, hard work, and...
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October 19, 2020

5 Key Estate Planning Questions

Estate documents should be reviewed regularly to ensure that they are up-to-date and still adequately express your wishes pertaining...
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October 6, 2020

Business Contingency Planning for Small Business Owners

There comes a point in time when almost every small business owner contemplates the future of his or her...
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October 2, 2020

2020 Fall Lecture Series: How the Election Could Affect Planning & Investing

Brown and Company is introducing a new series of webinars this fall where we will consider implications of the...
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September 29, 2020

Common Problems with Property and Casualty Insurance

Unanticipated loopholes in a property and casualty insurance policy can cause major headaches for investors and claimants alike. Whether...
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September 14, 2020

Brown & Company In the News

We’ve aggregated the various publications where Brown & Company has been featured in the news in recent months. We...
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September 1, 2020

Is the 60-40 Asset Allocation Model Obsolete?

Thanks to Brian O’Connell at the for the opportunity to discuss our thoughts on asset allocation (here). Ask...
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August 31, 2020

Employee Spotlight: Meet the Team Member (Justin Cassida)

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