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2020 Fall Lecture Series: How the Election Could Affect Planning & Investing
Brown and Company is introducing a new series of webinars this fall where we will consider implications of the upcoming election. We have titled this 2020 Fall Lecture Series: How the Election Could Affect Planning & Investing. Each of our calls will feature a different expert who will address potential changes and considerations for planning ... 2020 Fall Lecture Series: How the Election Could Affect Planning & Investing
Common Problems with Property and Casualty Insurance
Unanticipated loopholes in a property and casualty insurance policy can cause major headaches for investors and claimants alike. Whether it’s ambiguous language in a policy that’s construed against the insurance provider or a miscommunication as to how deductibles will be applied, these problems can be expensive and time-consuming to unravel. What three things should investors ... Common Problems with Property and Casualty Insurance
Brown & Company In the News
We’ve aggregated the various publications where Brown & Company has been featured in the news in recent months. We are grateful for the opportunities to speak with journalists to help educate readers on timely financial topics. Here are the most recent media interviews we have done: On December 18, Mark Brown was quoted in ... Brown & Company In the News
Is the 60-40 Asset Allocation Model Obsolete?
Thanks to Brian O’Connell at the Street.com for the opportunity to discuss our thoughts on asset allocation (here). Ask any investment specialist, and you’ll get an earful on how determining your asset allocation is one of the most important investment decisions you make. By and large, they’ll say, asset allocation is likely to have a ... Is the 60-40 Asset Allocation Model Obsolete?
Employee Spotlight: Meet the Team Member (Justin Cassida)
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. This week we’ll be interviewing Justin Cassida, CFP®, who joined Brown and Company, Inc. in May 2007 as ... Employee Spotlight: Meet the Team Member (Justin Cassida)
3 Estate Planning Strategies You Should Consider Now
Today’s low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate of deposit (CD) could yield up to 20 percent per year.1 But there are some distinct advantages to a low-interest-rate environment, and now is a great time to look into some tax-saving estate ... 3 Estate Planning Strategies You Should Consider Now
The Big Five: What College Football Can Teach Us About the Stock Market
If you’re like a lot of people, you’ve been thinking, “why is the stock market doing so well when the news is so grim and the economy is still struggling?” To understand what’s going on, let’s compare the stock market to college football. Think of the S&P 500 Index as being made up of the ... The Big Five: What College Football Can Teach Us About the Stock Market
What Is Tax-Loss Harvesting and Why You Should Care About It?
One way to help boost returns without incurring any extra risk is called tax harvesting, which sounds a lot more difficult than it truly is. Simply put, it is the sale of securities at a loss in an effort to offset your capital gains liability. When Is Tax-Loss Harvesting Most Likely to be Used? While it ... What Is Tax-Loss Harvesting and Why You Should Care About It?
Brown & Company In the News
Brown and Company has been in the news several times recently. We are grateful for the opportunities to speak with journalists to help educate readers on timely financial topics. Here are the most recent media interviews we have done: Mark Brown was quoted in a column by Morey Stettner at Investor’s Business Daily ... Brown & Company In the News
Executive Compensation: Equity Compensation for Corporate Executives
When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including salary, bonuses, and other forms of compensation, such as equity compensation. This type of compensation is often used as a way to reward performance as well as entice talented professionals into executive levels in a corporation.1 While equity compensation ... Executive Compensation: Equity Compensation for Corporate Executives
Pros & Cons of Contributing to Nonqualified Deferred Compensation Plans
Pros of Contributing to an NQDC As with any type of compensation plan, there are both pros and cons of contributing to them. When it comes to the NQDCs some of the advantages that come from contributing include: An Ability to Save More When contributing to a 401(k) or another qualified retirement plan, there are limitations ... Pros & Cons of Contributing to Nonqualified Deferred Compensation Plans
Thoughts on the Market and the Economy
Six months ago, if you would have described a scenario involving more than 40 million people filing for unemployment, plunging corporate profits, and a highly contagious worldwide pandemic all translating to portfolios that are essentially flat for the year, we would have considered that to be highly unlikely. And yet, here we are. State of ... Thoughts on the Market and the Economy