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So far Jeff Brown has created 50 blog entries.

Reducing Duration and Interest Rate Sensitivity in Our Tactical Portfolios

By |2021-10-25T10:58:09-08:00October 25th, 2021|Market Commentary|

Time to Read: 9 Minutes Last week, Brown Wealth Management continued to reduce interest rate risk in our tactical portfolios by reducing duration across the board. Duration is a measure of the sensitivity of the price of a bond to a change in interest rates. As rates move up or down, higher duration portfolios will move more in price than lower duration portfolios. Our portfolios are now

How ESG Investing Aligns Your Values with Your Portfolio

By |2021-10-13T13:01:48-08:00October 20th, 2021|Wealth Management Resources|

Time to Read: 5 Minutes ESG is one of the fastest-growing themes within the investment world, quickly gaining prominence across the spectrum of financial products from ETFs to specialized, custom strategies. The Forum for Sustainable and Responsible Investment reports that total U.S.-domiciled sustainably invested assets under management grew 42% between 2018 and 2020. They now represent 33% of the $51.4 trillion

Excessive Optimism and Record Rally Trigger (Another) Portfolio Rebalance

By |2021-10-14T13:27:08-08:00September 4th, 2020|Market Commentary|

Time to Read: 5 Minutes After March delivered a historical drop in the stock market and ended the longest bull market on record, BWM rebalanced portfolios to move from an underweight position in stocks to an equal weight, taking advantage of attractive valuations and extreme pessimism. Yesterday, we rebalanced again for very similar reasons,

The Next Big Hurdle for 2020: Election Day

By |2021-10-14T13:22:26-08:00August 24th, 2020|Market Commentary|

Time to Read: 7 Minutes 2020 has been a wild year so far—an unprecedented year, you could even say, as many memes do. And yet, another major event looms on the horizon: the presidential election, set against a backdrop of recession, global pandemic and social unrest. Here we consider how markets have behaved through

Does the S&P 500 Have the COVID-19 Antibody?

By |2021-10-14T13:35:15-08:00May 18th, 2020|Market Commentary|

Time to Read: 7 Minutes The US unemployment rate jumped to 14.7% in April, the highest level since the Great Depression. Manufacturing activity plunged to an 11-year low. The Leading Economic Index posted the largest decline in its 60-year history. Full-year earnings estimates have tumbled downward across all sectors. While all this bad economic news