Brown In the News
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 making economic decisions and that these rational decisions by individuals help

Apr 18
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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 making economic decisions and that these rational decisions by individuals help

Apr 18
Diversification in Finance: Why It’s Not Always the Answer

Don’t put all your eggs in one basket. This is not just good guidance for those of us trying to keep the peace at home with our kids this Easter. The need

Apr 16
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.  It’s easy to understand why these stocks have done so poorly

Apr 11
Preparing for a Recession

For the past ten years, we’ve had a strong bull market in equities; in fact this is one of the longest bull markets in history. That doesn’t mean that it’s

Apr 09
The Leap of Faith

Growth is an important theme at Brown and Company.  We place a tremendous emphasis on hiring great people, utilizing the latest technology to improve efficiency and re-investing back into the

Apr 04
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 all interested in what these influential leaders of two of the

Apr 02
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.  Social Security benefits, private pensions, annuity payments, income from real estate

Mar 28
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 Norgay reached the peak in 1953. There is some controversy, however,

Mar 26
Falling Interest Rates

The Federal Reserve announced its expectation not to raise short-term interest rates any more in 2019, reflecting a more subdued forecast for economic growth in the remainder of the year. 

Mar 21
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, aimed at recognizing the achievements of the top financial advisors in

Mar 20
Challenges and Benefits of Simplicity

In a world of increasing complexity and unprecedented technological advancement, it is easy to feel overwhelmed. As a result, simplification can be a real gift. Ask anyone who has recently

Mar 19
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.  Even with ultra-high net worth clients, the value of the income

Mar 14
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 it is certainly true that advisors need to be able to

Mar 12
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 seek out advice and are willing to pay for it. Whereas,

Mar 05
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 if not planned for appropriately.  Often, a husband has been the

Feb 27
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 portfolio, people are often asking whether financial advice is worth paying

Feb 26
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 some corners of the investment world.  Much of the volatility in

Jan 18
Falling Interest Rates

Intermediate and long-term interest rates have fallen significantly in the past few months. For those who have yet to lock in long-term mortgage financing on their home, the recent decline

Jan 16