Cutting Equities to Benchmark Weight

By |2019-03-26T20:13:14-08:00July 11th, 2018|Market Commentary|

Time to read: 4 minutes | This week we trimmed equity holdings on all of our portfolios.  Since early 2016, Brown Wealth Management accounts have owned equities in excess of their respective benchmarks.  This bullish stance has corresponded with a period of strong stock market performance.  Our changes this week reduced stock holdings to our benchmark

Expertise in Every Role: Why You Want an Operations Team with a CFP® Professional

By |2020-01-23T12:56:52-08:00July 5th, 2018|Featured, Wealth Management Resources|

Time to Read: 5 minutes | How Others Do It When clients interact with a top financial planner, the depth of knowledge in wealth management strategies is apparent and often indicated by the professional designation of the CFP® certification.  However industry-wide, many practices are structured so this knowledge is top heavy and siloed in