Latest Insights

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...
Read More
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
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...
Read More
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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...
Read More
Temporary image.
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....
Read More