Latest Insights
Brown and Company Keeps You Posted
January 2022 Stock Market Update
Two weeks ago, we sent a client note and market update indicating that with the stock market at or near all-time highs, it was probably a good time to get liquid on short term cash requirements. What a difference two weeks makes. Since then, equity asset classes are off 8-10%. As of March 2020, during ... January 2022 Stock Market Update
What is the Metaverse and Why is Everyone Talking About It?
Is Mark Zuckerberg ahead of his time by rebranding Facebook into Meta or just keeping up? Nike, Microsoft, Shopify, and more are all putting vast resources into creating the Metaverse. The metaverse isn’t the end of the world, it’s the next iteration of technology. Facebook covered the homepage of every major website and news outlet ... What is the Metaverse and Why is Everyone Talking About It?
Cybersecurity – Why it Matters at Home and Work
Robinhood became the latest company in a long line of household names to have their data compromised this year. Think twice before you open and respond to a text or email asking for your information. Cybersecurity is affecting more than global companies; local organizations are being hit too. This November, Robinhood, the investment app was ... Cybersecurity – Why it Matters at Home and Work
Supply Chain Issues, How Long Can They Last?
Supply chain issues are now bringing new focus to trucking, ports, and retail. Worker shortages are affecting more than restaurants and front of house operations. Are customers or retailers putting more pressure on supply chains? Supply Chain Issues, How Long Can this Last? Private-sector problems have turned into worldwide headlines as bottlenecks continue to build ... Supply Chain Issues, How Long Can They Last?
Are Your Children Ready for What’s Next?
What level of financial conversations are you having with your children? Broaching financial discussions in a way that is comfortable for everyone Ideas for getting the next generation involved if that’s important to you Are your Children Ready for What’s Next? Have you shied away from conversations with your children about money? You are not ... Are Your Children Ready for What’s Next?
Did the Pandemic Speed Up Your Business Succession Plan?
66% of business owners stated that the Pandemic sped up any plans they had to sell their business Only 1 in 5 owners surveyed, stated that they met with their wealth manager about the process We are here to help with our proprietary tool, The Buyout Barometer® When 2019 ended and 2020 started, no one ... Did the Pandemic Speed Up Your Business Succession Plan?
Employee Spotlight: Meet the Team Member, Ellewynn Tieszen
This is the latest in a continuing series of posts where we feature a member of our team using a Q&A format so you can get to know them a little better – both personally and professionally. Ellewynn is originally from Yankton, SD. She studied Musical Theatre at the American Musical Dramatic Academy in New ... Employee Spotlight: Meet the Team Member, Ellewynn Tieszen
2021 Mid-Year Market Outlook Webinar Replay
2021 Mid-Year Outlook Webinar Now Available LPL Financial Chief Investment Officer Burt White joins Mark Brown for a discussion on the outlook for the 2nd half of the year. Key Discussion Points: Why is the market hitting all time highs when the news is not that great? Covid: The fastest recession ever? Average length of ... 2021 Mid-Year Market Outlook Webinar Replay
Fourth Quarter Earnings Boom
Here Comes The Earnings Boom LPL Research reviews an incredible earnings season and speculates on a potentially strong earnings rebound for 2021 and beyond. Find out more in today’s Weekly Market Commentary, available at 1 p.m. ET. Daily Insights US stocks open higher after last week’s bond market volatility subsides Europe’s Stoxx 600 Index rises the most in three ... Fourth Quarter Earnings Boom
One Year Later: 3 Lessons Learned Since the Market Peak
We like this recent blog out of LPL research and thought we would share with you…it will sound familiar as of our most recent client note from Mark. Today marks one year since the market began to price in the effects that COVID-19 would have on the world. The old market adage “stairs up, elevator ... One Year Later: 3 Lessons Learned Since the Market Peak
Developing an Asset Protection Plan
On average, a new lawsuit is filed every two seconds in the United States. But few of us seriously consider the possibility of a lawsuit or other legal action against us in our daily lives. The vast majority of lawsuit defendants never thought it would happen to them. Developing an asset protection plan is a ... Developing an Asset Protection Plan
How Charitable Giving Can Benefit Donors
Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts from their Federal income tax return. Now, the couple thinks it is time to make a larger ... How Charitable Giving Can Benefit Donors