Time to Read: 5 Minutes The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law on March 27, 2020. This law was created in response to the COVID-19 pandemic, which has had a tremendous impact on the financial and physical health of Americans and businesses across the country. While there
Time to Read: 5 Minutes Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can
Time to Read: 5 Minutes In an ideal world, stocks would always go up and we would never have to consider a sell-off. In reality, however, market declines are part of the game. In fact, the S&P 500 averages 3.4 declines of 5% or more per year, a topic we covered in a previous
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
Time to Read: 5 minutes Once you've decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional is best for me?” From a financial advisor to an investment advisor to a wealth advisor, it’s helpful to know the differences between each category of financial experts before
Time to Read: 6 Minutes You’d be hardpressed to find any family that’d rather sit around the table discussing estate plans than going out to eat, enjoy the day outside or do just about any other activity as a family. No one likes to think about our inevitable mortality, but we all know that it
Time to Read: 6 minutes In July of 2019, the House passed a new bill titled the “Setting Every Community Up for Retirement Enhancement Act,” or SECURE Act.1 The Senate approved the bill on December 19, 2019, and it was signed into law on December 20 by President Donald Trump. This sweeping bill offers several adjustments
Time to Read: 6 minutes Not only does Brown Wealth Management share our San Diego home with some of the most innovative companies in the nation including Qualcomm, Illumina, ViaSat, but we continue to see a huge expansion of start-ups and tech companies popping up around the county. And while an up-and-coming tech company typically
Time to Read: 7 minutes With interest rates falling, you may have heard about and even considered refinancing your mortgage. The average amount homeowners are borrowing has climbed in recent years, jumping from an average of $205,940 in 2007 to $260,390 in 2017.1 With more and more money on the line and high cost of