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Client Portal
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
October 10, 2019
A Legacy That Really Matters: Resume Virtues vs. Eulogy Virtues
Often the focus of estate planning begins and ends with the execution of proper documents and the titling of...
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October 4, 2019
Employee Spotlight: Meet the Team Member (Chad Hamilton)
This is the first in a new series of posts where we feature a member of our team using...
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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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