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:

Thanks to Brian O'Connell at the Street.com for the opportunity to discuss our thoughts on asset allocation (here).

This is the latest in a continuing series of posts where we feature a member of our team using a Q&A format so you can get to know them a little better – both personally and professionally.

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.

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."

One way to help boost returns without incurring any extra risk is called tax harvesting, which sounds a lot more difficult than it truly is. Simply put, it is the sale of securities at a loss in an effort to offset your capital gains liability.

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

As with any type of compensation plan, there are both pros and cons of contributing to them. When it comes to the NQDCs some of the advantages that come from contributing include:

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.

This is the latest in a continuing series of posts where we feature a member of our team using a Q&A format so you can get to know them a little better – both personally and professionally.

Plan B™ is an important part of Brown and Company’s personalized financial analysis and retirement consulting services, custom tailored to help you deal with the ‘What if?’ scenarios life and retirement may throw at you.

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.

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

We have experienced a significant rebound in investment returns since late March, but if current conditions worsen are you prepared for another market downturn?

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.

Whether your business has been temporarily closed by a state shelter-in-place order or is still operating as a provider of essential services, balancing your revenue needs with protecting the safety of your employees and customers can be an unprecedented challenge. Learn more about some of the resources available to help small businesses survive this pandemic, as well as steps businesses can take to keep employees healthy and safe.