Historic CARES Act: Key Highlights for Our Clients

By |2020-04-08T09:24:51-08:00March 31st, 2020|Wealth Management Resources|

Time to Read: 8 Minutes Last week, President Trump signed into law the historic $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The legislation is the largest economic relief bill in US history and provides aid for Americans and businesses via direct payments, expanded unemployment insurance, loans and grants. At Brown Wealth

Fast-Moving Bear Market Triggers Portfolio Rebalancing

By |2020-04-08T09:26:25-08:00March 20th, 2020|Market Commentary|

Time to Read: 6 Minutes Five short weeks ago, the US stock market was sitting at all-time highs—then everything changed. As the novel coronavirus began establishing a foothold in countries around the world, US stocks entered bear market territory with record-setting speed. In this article, we look at the current bear market and implications for

Understanding the Role of a Divorce Coach

By |2020-06-19T11:49:59-08:00March 19th, 2020|Wealth Management Resources|

Time to Read: 8 Minutes Allison Williams, our own Certified Divorce Financial Analyst® (CDFA), recently sat down with San Diego divorce experts and fellow CDFA®s to discuss the emerging field of divorce coaching.  These coaches aim to help clients navigate divorce from an educated and empowered position as they tackle the complexities of the process,

How Much Does a Financial Advisor / Planner Cost

By |2020-06-12T08:41:42-08:00March 1st, 2020|Featured, Wealth Management Resources|

Time to Read: 6 Minutes.Most people need financial advice at some point in their lives. Whether it’s managing a windfall, navigating the path to retirement or identifying a tax-efficient investment strategy, a financial advisor can provide valuable insight. It’s not difficult to imagine how you may benefit from the professional support of a financial advisor—but