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Brown and Company Keeps You Posted

September 26, 2019

Business Transition Options: Assessing the Pros & Cons of Different Exit Strategies

If you own a closely-held business, it is crucial to have an exit strategy worked out in advance to...
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September 18, 2019

Creativity Starts with Empathy

One of the wisest sayings is “The more I learn, the less I know.” In 1817, the poet John Keats wrote,...
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September 11, 2019

Understanding Your Withdrawal Rate: How Much Can You Afford to Spend in Retirement?

The concept of a retirement withdrawal rate is a critical component of planning for successful financial independence.  The withdrawal...
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September 5, 2019

Mortgage Rates Update

Mortgage rates in the U.S. fell to three-year lows recently, with the average 30-year fixed mortgage pricing at approximately...
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August 28, 2019

How We Provide Advice: A 150-Point Inspection

One of the most common questions we’ve heard from prospective clients over the years is “If I become a...
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August 26, 2019

401(k) Millionaires in the U.S. Reaches New High

In a bit of promising news for U.S. retirees, Fidelity released a report this week detailing a record number...
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August 22, 2019

Creating Your Retirement Paycheck (Part III) – It’s Not About Cash; It’s About Cash Flow

This is the last in a three-part series of articles designed to help you better understand how to create...
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August 16, 2019

The Latest on U.S. Inflation

U.S. inflation remains relatively low, with the latest monthly reading of the U.S. Consumer Price Index (CPI) coming in...
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July 31, 2019

Global Interest Rates Turn Negative Yet Again

Over the course of the past decade as part of the recovery from the Global Financial Crisis, we have...
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July 30, 2019

Plan B™: Retirement Planning for the Unexpected

We know that as life happens, plans change. Nothing works out exactly as planned. Whoever thought the entire world...
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July 24, 2019

Nothing Costs More Than Cheap Advice

There is an old saying in business that “nothing is more expensive than cheap advice.”  This maxim articulates an...
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July 16, 2019

Creating Your Retirement Paycheck (Part II) – It’s Not What You Earn; It’s What You Keep

This is the second in a three-part series of articles designed to help you better understand how to create...
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July 11, 2019

Creating Your Retirement Paycheck (Part I) – It’s Not About Returns; It’s About Your Account Balance

One of the main questions people want to know as they approach retirement is “how am I going to...
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July 9, 2019

Socially Responsible Investing: Allianz Conference 2019

Martin Walsh attended the Allianz Global Investors “ESG University” conference in New York on June 20th.  ESG stands for...
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July 1, 2019

3 Types of Questions Every Financial Advisor Should Ask You

A financial plan is only as good as the questions being asked when creating it. But beyond the platitude...
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June 27, 2019

U.S. Unemployment Rate Hits New Low

According to the U.S. Labor Department, the unemployment rate in the U.S. has remained close to all-time lows in...
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June 24, 2019

The Defining Characteristics of Successful Entrepreneurs

We all love stories of originality and innovation. Who isn’t inspired by the entrepreneur who was willing to risk it...
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June 20, 2019

The Importance of Finding & Collaborating With a Team of Financial Professionals

We often speak with our clients about the need for high quality advice in all aspects of their financial...
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