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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
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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June 20, 2019
It Matters How We Think About Work
Several years ago, the Principal Financial Group ran an advertisement showing an athletic woman in her sixties wearing a...
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June 11, 2019
Don’t “Give Money Away” (Invest in the Community)
When financial advisors are asked why affluent investors would be reluctant to make charitable gifts, they say it’s because...
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June 11, 2019
Economic Productivity: Are We Missing a Piece of the Growth Puzzle?
There are two primary factors for measuring the change in economic activity in our country, also referred to as...
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June 6, 2019
Falling Interest Rates: A Bond Update
Medium and long-term interest rates in the U.S. have fallen precipitously in the past month. Indeed, the yield on...
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May 30, 2019
Estate Planning Questionnaire: 5 Things to Think About Before Meeting with Your Estate Attorney
Estate documents should be reviewed regularly to ensure that they are up-to-date and still adequately express your wishes pertaining...
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May 28, 2019
Managing Income Streams for Retirement
When approaching retirement, many families focus on their ability to reach financial independence based solely upon their investment holdings...
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May 23, 2019
Personal Finance Needs to Be Personalized: Why Rules of Thumb Are Misleading
If you are trying to figure out how much you need to save for retirement or determine how much...
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May 16, 2019
The Proprietary Product Dilemma: Why Families Should Prefer Independent Advice
For high net worth families, one of the many pitfalls that is not often discussed when hiring and evaluating...
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May 14, 2019
What Business Owners Need to Know to Successfully Transition
According to a survey from PriceWaterHouseCoopers, 3 out of 4 business owners surveyed said they “profoundly regretted” selling their...
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May 9, 2019
U.S. Economy Continues Strong Growth
The U.S. economy grew by an annualized rate of 3.2% in the first quarter of 2019, according to the...
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May 7, 2019
Why Market Optimism Matters for Successful Investing
It’s pretty easy to succumb to cynicism and pessimism in the current environment. Nearly 60% of people believe the...
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May 2, 2019
How to Protect Yourself Against Unexpected Retirement
The Boston College Center for Retirement Research published a recent report on retirement age and the factors that contribute...
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April 30, 2019
Retirement Lifestyle Questionnaire: What Does Retirement Mean to You?
Husbands and wives are often out-of-sync when it comes to retirement because of differing views of how they’d like...
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April 25, 2019
Market Hits New Highs
The S&P 500 Index and the Nasdaq Composite closed at all time highs on April 23rd, marking a significant...
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April 18, 2019
How much are you willing to lose to achieve your goals?
Academic theory of the financial world is often built upon one main assumption: that people are perfectly rational in...
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April 16, 2019
Why Diversification is Not Always the Answer
The need to diversify is so foundational to financial advice that it can seem absurd to even question it....
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