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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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Latest Insights
Brown and Company Keeps You Posted
April 11, 2019
Is It A Good Time to Invest in Energy Stocks?
Energy stocks have been some of the weakest performers of the U.S. stock market over the past five years. ...
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April 9, 2019
Preparing for a Recession
For the past ten years, we’ve had a strong bull market in equities; in fact this is one of...
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April 4, 2019
The Leap of Faith
Growth is an important theme at Brown and Company. We place a tremendous emphasis on hiring great people, utilizing...
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April 2, 2019
What Jeff Bezos and Steve Jobs Both Said 20 Years Ago
It is not uncommon to see old video footage of Steve Jobs or Jeff Bezos on social media. We’re...
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March 28, 2019
Multiple Income Streams in Retirement: Putting Together All of the Puzzle Pieces
A common fact pattern for our clients is that they will have multiple income streams when they stop working. ...
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March 26, 2019
5 Key Questions for Business Owners
Sir Edmund Hillary is widely known as the first man to have climbed Mount Everest. Hillary and his companion Tenzing...
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March 21, 2019
Falling Interest Rates
The Federal Reserve announced its expectation not to raise short-term interest rates any more in 2019, reflecting a more...
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March 20, 2019
Barron’s 2019 Conference Recap
Martin Walsh attended the Barron’s Team Summit in Las Vegas in early February. The conference is an invitation-only event,...
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March 19, 2019
Challenges and Benefits of Simplicity
In a world of increasing complexity and unprecedented technological advancement, it is easy to feel overwhelmed. As a result,...
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March 14, 2019
When to file for Social Security benefits?
The question of when to file for Social Security benefits is a frequent topic of conversation with our clients. ...
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March 12, 2019
Upfront Hindsight: Anticipating Problems Before They Occur
One of the most common descriptions of financial planners and advisors is that we are problem solvers. But while...
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March 5, 2019
Why Do-It-Yourselfers Become Delegators
Historically, financial advisors have tended to think of two broad categories of investors: do-it-yourselfers and delegators. Delegators tend to...
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February 27, 2019
Financial Planning for Widows: Do You Have a Plan If Your Wife Survives You?
We see a very common fact pattern among retired couples, a potential pitfall that can lead to unintended consequences...
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February 26, 2019
Should You Hire a Wealth Advisor?
As technology has improved and it has become increasingly easier to open accounts and invest money in a diversified...
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January 18, 2019
Are We Headed For Another Recession?
There has been much doom and gloom predicted for the stock market looking ahead to 2019, at least in...
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January 16, 2019
Falling Interest Rates
Intermediate and long-term interest rates have fallen significantly in the past few months. For those who have yet to...
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December 31, 2018
Putting an Extremely Volatile Market in Perspective
On Monday, the S&P 500 Index came about as close as possible to the technical definition of a bear...
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December 10, 2018
Ben Bernanke Speaks In Denver
Mark Brown and the Brown and Company team attended a luncheon with Former Fed Chairman Ben Bernanke in Denver...
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