Historic CARES Act: Key Highlights for Our Clients

By |2020-03-31T11:24:38-08:00March 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

How Much Does a Financial Advisor / Planner Cost

By |2020-02-27T11:14:53-08:00March 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, Wealth Advisor, Investment Advisor: What’s the Difference?

By |2020-01-31T08:47:49-08:00January 31st, 2020|Wealth Management Resources|

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

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