Personally Invested In Your Future™

Midterm Elections Update

The midterm elections are now largely behind us, save for a few close races that have yet to be decided.  The outcome was what had been predicted by most experts: Democrats took back control of the House of Representatives, while Republicans kept control of the Senate.  Democrats added approximately 40 house seats, depending on several races that are still counting votes.  It appears

Nov 08
International Trade: What’s Going on With NAFTA and China?

Most signals coming from the U.S. economy have been extraordinarily strong over the past year.  Unemployment has neared all-time record lows, GPD growth is tracking to be close to 3% in 2018 and inflation has remained subdued.  It is no wonder that the past few years have been a good time for stocks and the broader financial markets. But what is out there

Oct 29
Non-Profit Spotlight: Rotary International

Recently, we have made a point to highlight the non-profits with whom we work most closely in our community.  We can think of no organization more important to us than Rotary International.  Indeed, Mark Brown is a multi-decade member of the Rotary Club of Denver Southeast.  Mark has also been a past President of the club.  You can find a link to the

Oct 26
The Conference Board Leading Economic Index

The Conference Board released its latest monthly update to its “Leading Economic Index” on October 18.  The Index is a composite of many different data points in the U.S. economy, providing a window into the pace of growth in the U.S. economy.  Happily, the latest report that covers the month of September was positive once again, increasing by 0.5%.  The Index now stands

Oct 24
Brown and Company Inc. Presents Molly Bloom from the hit movie Molly’s Game

Oct 17
Social Security Increase for 2019

Those receiving Social Security benefits experienced a bit of good news this past week, as the government announced a 2.8% bump in benefits for 2019.  This 2.8% increase reflects a cost of living adjustment, as inflation in the U.S. has risen over the past year.  The benefit bump is the largest since 2012 for retirees. While Social Security typically comprises just a small

Oct 12
What To Do About Rising Interest Rates?

A common question that we get from our clients is how to invest in bonds in today’s market, given the trend of rising interest rates.  It has been one of our more difficult investment challenges over the past five years.  The heart of the problem is simple: during a period of rising rates, the value of existing bonds (with comparatively lower interest rates)

Oct 10
Housing Prices: Still Strong, Though Moderating

It is no secret that housing prices in the U.S. have recovered substantially since the 2008 financial crisis.  In the Denver metro area, and across many metro areas, housing prices are now well above their prior 2007 peak.   And this is largely a good thing, as a robust real estate recovery has created jobs, strengthened consumer balance sheets and improved the lending portfolio

Oct 08
Inflation and Bonds: An Update

We have been blessed with an extended economic expansion in the U.S. that has come with relatively little inflation.  Since the financial crisis of 2008, inflation in the U.S. has been very low, averaging well below 2%.  Indeed, the Federal Reserve’s stated inflation target of 2% per year has rarely been met over the past decade. Our country’s low inflation rate has been

Oct 04
Interest Rates Are Climbing

In the U.S., we have lived through a period of unusually low interest rates over the past decade.  In response to the Global Financial Crisis of 2008, the U.S. Federal Reserve cut short term interest rates close to 0% for almost a full decade.  Moreover, the Fed engaged in quantitative easing as well, buying bonds from the market in an attempt to lower

Oct 02
Mark R. Brown was Recognized as 2018 Financial Times Top 400 Advisor.

The list was created in 2013 to help equip Financial Times readers with the knowledge they need to choose a financial advisor. This knowledge has become especially important in the wake of the financial crisis and its impact on the industry. The Financial Times solicited advisers’ practice information from the 40 largest US broker-dealers and requested data for each group’s most elite advisers.

Aug 22
Mark R. Brown was Recognized by Barron’s Magazine as a 2018 Top Financial Advisor.

For the 12th year in a row, Mark R. Brown of Brown and Company, Inc. in Denver, Colorado was recently named one of the Top Financial Advisors in America by Barron’s, a leading financial magazine. The advisors included in America’s Top Advisor Rankings represent the top one percent of professionals in 50 states and the District of Columbia. Mark ranked #10 among recognized

Aug 22
Stock Market Volatility: A Rise in Fear or a Return to Normal Conditions?

Increased volatility in the U.S. stock market has been a recent topic of debate in the financial media. As a typical rule of thumb, when stock markets go down, volatility goes up. From Presidential tweets to the Syrian conflict to rising interest rates, many different topics have served to weigh on the stock market in 2018, resulting in a subsequent rise in volatility.

Aug 22
Update on Valuations: are Stocks Expensive?

From the market bottom on March 9th, 2009, the U.S. stock market, as measured by the S&P 500 Index, has rallied approximately 290%. Investors have experienced a nine-year bull market in stocks—so far resulting in one of the longest lasting rallies ever experienced in U.S. markets. And while the U.S. and global economies remain strong and growing into 2018, investors and economists alike

Aug 22
Mark R. Brown was Recognized as 2017 Financial Times Top 400 Advisor.

For the 12th year in a row, Mark R. Brown of Brown and Company, Inc. in Denver, Colorado was recently named one of the Top Financial Advisors in America by Barron’s, a leading financial magazine. The advisors included in America’s Top Advisor Rankings represent the top one percent of professionals in 50 states and the District of Columbia. Mark ranked #10 among recognized

Aug 14
Mark R. Brown was recognized as 2017 Financial Times Top 400 Advisor.

The list was created in 2013 to help equip Financial Times readers with the knowledge they need to choose a financial advisor. This knowledge has become especially important in the wake of the financial crisis and its impact on the industry. The Financial Times solicited advisers’ practice information from the 40 largest US broker-dealers and requested data for each group’s most elite advisers.

Aug 14
Oil Prices Hit Four-Year Highs

Oil prices rose to their highest levels since 2014 this week.  U.S. crude, measured by the price of West Texas Intermediate (WTI), climbed to $75 per barrel.  Brent crude, the international measure of oil prices, is now at more than $84 per barrel.  There are several reasons for the increase in energy prices in 2018, both from the supply and the demand side. 

Aug 03