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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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Brown and Company Keeps You Posted
April 14, 2020
How the Stock Market Moves Ahead of the Economy
As an investor, you may be observing a couple things. First, the stay-at-home orders and the timeline pertaining to...
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April 8, 2020
An Economy in Hibernation
With 90% of the country now in lockdown to slow the spread of COVID-19, large swaths of the economy...
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April 2, 2020
How Should You Invest Cash in a Volatile Market?
If you have cash to invest – now or in the near future – what is the best way...
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April 1, 2020
The CARES Act Key Components
Here are the key components of The CARES Act: INDIVIDUAL ASSISTANCE Recovery Rebates Provides all U.S. residents with an...
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March 25, 2020
Market Commentary: The Good, the Bad & the Ugly
It is anything but business as usual in the U.S. and around the world today. With 1 in 3...
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March 24, 2020
The Retirement Tax Filter
In retirement, most people have much more control over taxes than they did prior to retiring. The reason for...
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March 17, 2020
Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides....
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March 15, 2020
Coronavirus – Week in Review
Well, there is no sugar coating the past two weeks in world stock markets or the coronavirus (COVID-19) pandemic....
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March 13, 2020
Sharply higher open, futures up “limit.”
This morning’s gains come after one of the biggest one-day declines in stock market history yesterday that dragged the S&P...
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March 4, 2020
Coronavirus Commentary: Thoughts Regarding the Ongoing Volatility
We’d like to offer you our latest thoughts regarding the ongoing volatility in the markets due to the coronavirus....
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March 3, 2020
What is a Cash Balance Plan?
A cash balance plan is a mix between a traditional defined benefit pension plan and a defined contribution plan...
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February 26, 2020
The Coronavirus & the Markets
Given the recent volatility in the markets, we want to provide you with our most recent thoughts on headlines...
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February 25, 2020
Handling Market Volatility
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a...
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February 18, 2020
A Closer Look At Election Years
2020 is off to a roaring start, picking up right where 2019 left off. Many investors are eyeing the...
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February 12, 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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February 11, 2020
Paying the Bills: Potential Sources of Retirement Income
Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps...
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January 29, 2020
What Mideast Escalation Means for Markets
The U.S. airstrike that killed the top Iranian military commander last week was a major escalation in Mideast tensions....
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January 28, 2020
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power...
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