About Jeff Brown

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So far Jeff Brown has created 39 blog entries.

The Fed to the Rescue

By |2019-07-12T11:57:39-08:00June 13th, 2019|Market Commentary|

Time to read: 5 minutes | “Don’t fight the Fed” is one of our rules of tactical investing. This year it’s been easy to observe Federal Reserve policies directly affecting capital markets. The Fed pivot on January 5 ignited a stock-market rally that took some of the US averages, such as the S&P 500 and

The Trade War is Not (Yet) Over

By |2019-05-20T11:36:47-08:00May 20th, 2019|Market Commentary|

Time to read: 7 minutes | The first half of May has been a rude awakening for investors as the U.S./China trade conflict has unexpectedly escalated. This escalation started with a weekend tweet by President Trump, followed by increased tariffs on Chinese imports that range from 10% to 25%. The response from China - tariffs on

Tips For Retirement Income Planning

By |2020-01-23T12:56:52-08:00April 2nd, 2019|Featured, Wealth Management Resources|

Time to Read: 10 minutes | Tips for Retirement Income Planning Much time, energy, and thought are put into the fundamentals of saving for retirement before retirement happens – how to allocate assets, understanding the benefits of tax-advantaged retirement accounts, etc.  Less emphasis is put on how to withdraw the funds once you’re in retirement. Retirement

Still Underweight… For Now

By |2019-05-20T13:15:39-08:00February 15th, 2019|Market Commentary|

Time to read: 5 minutes | While capital markets have advanced off of the late December lows, few of our objective market measures indicate that the bottoming process is complete. The list of potential sources for further market gyrations is long—including slowing global economic growth, monetary and trade policy errors, investor complacency, overbought asset classes, and

Bear Watch Report over 40%: Cutting Equities Again

By |2019-03-26T19:16:55-08:00December 31st, 2018|Market Commentary|

Time to read: 7 minutes | On July 11th, 2018, we wrote about the “tug of war” between strong domestic economic news and potential for interest rate hikes, domestic policy mistakes, and increased risks for international equity markets.  We argued it was no longer prudent to own stocks in excess of our benchmarks.  Accordingly, equity exposure

3 Reasons Why a U.S. Recession is Not on the Horizon

By |2019-04-03T07:00:43-08:00December 10th, 2018|Market Commentary|

Time to read: 7 minutes | Economic growth drives profits, which should help fuel long-term gains in stocks through 2019. Most economic sub-cycles are still young, there’s little debt creation and consumer confidence is high. There’s no over investment, tighter conditions or shocks— which often precede recession. How much further can the U.S. expansion go?

The US Stock Market Could Worsen

By |2020-04-08T09:32:05-08:00November 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

Cutting Equity Allocation to “Underweight”

By |2019-04-15T08:21:18-08:00November 7th, 2018|Market Commentary|

Time to read: 5 minutes | On Friday, November 2, 2018, Brown Wealth Management reduced equity investments across each of our clients’ managed portfolios.  The resulting allocations own less than their benchmark in stocks for the first time since 2009. The change comes on the heels of our recent reduction to equity investments because of extended