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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
Advanced Tax Planning Ideas – Lumping Charitable Gifts
If you are one of the 90% of taxpayers who don’t itemize deductions, you cannot claim a federal deduction for charitable donations. To get past this issue, some people lump their charitable gifts together. Wondering how to claim a deduction for charitable giving? Curious about how clustering charitable gifts together can help? Here’s what you ... Advanced Tax Planning Ideas – Lumping Charitable Gifts
Employee Spotlight: Meet the Team Member (Vonda Charboneau)
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 Vonda Charboneau, who joined the team in September 1997 as Executive Assistant to ... Employee Spotlight: Meet the Team Member (Vonda Charboneau)
Plan B™: Retirement Planning for the Unexpected
We know that as life happens, plans change. Nothing works out exactly as planned. Whoever thought the entire world would be shut down for a virus? Plan B™ is an important part of Brown and Company’s personalized financial analysis and retirement consulting services, custom tailored to help you deal with the ‘What if?’ scenarios life and ... Plan B™: Retirement Planning for the Unexpected
Exit Strategies for Business Owners
After years spent launching and growing your business, the day will finally arrive when you can sit back and enjoy the fruits of your labor. But, just as starting your business involved hard work and planning, the process of exiting your firm can be a long and challenging process. Many entrepreneurs put off making decisions ... Exit Strategies for Business Owners
Market Update
Markets higher after holiday – Following the big gains in US equities last week, the S&P 500 Index opened above the 3000 level for the first time since early March. Asian and European markets fared better as well, with Japan a standout. Moreover, WTI crude prices are higher after a solid four-week showing. Meanwhile markets ... Market Update