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So far brownwealthmgt has created 37 blog entries.

Signs of Global Recovery

By |2019-11-25T12:44:21-08:00November 25th, 2019|Market Commentary|

Time to Read: 4 Minutes | At Brown Wealth Management, we closely monitor global economic indicators to guide changes in client portfolios. Recently, signs of global economic recovery have emerged. A combination of much easier global monetary policy and a modest reduction in geopolitical risk (i.e., the U.S.-China trade war and Brexit) are likely partially

Just Getting Started Collecting Art? These Tips Will Help You Choose Wisely

By |2019-11-19T09:08:16-08:00November 19th, 2019|Wealth Management Resources|

Time to Read: 7 minutes While art isn’t a component of our traditional asset allocation or financial planning techniques, it is a large part of some of our client’s “Living Above the Line” strategy-using money as a tool to focus on what’s most important to them.  Getting started collecting art can be challenging. With such

Equity vs. Salary Compensation: A Quick Guide For San Diego Tech Employees

By |2019-10-25T14:36:15-08:00October 25th, 2019|Wealth Management Resources|

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

The US Stock Market Could Worsen

By |2019-04-15T08:23:52-08:00November 14th, 2018|Market Commentary|

Time to read: 6 minutes | Smartest game plan: review the stock weightings in your portfolio. While global stocks have been down since January, U.S. stocks dropped 10% or more in October. As corrections can turn into steep drops (bear markets), consider reducing your stock allocation. As investors retest the market, look for multiple big

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

By |2019-04-03T07:06:47-08:00July 5th, 2018|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