It’s Halftime – What’s Next?
-By Charles Brown, M.Brown Financial Advisors -July 10, 2023 We are now halfway through 2023 and investors are wondering what comes next? The S&P 500 is now up 16% on the year, in spite of significant bank failures and debt…
Thinking About Losing
-By Charles Brown, M.Brown Financial Advisors -May 4, 2023 No one likes to think about losing. If you play a sport, you probably never think about losing the game before the game starts. Investing is different. We need to understand…
What To Expect In 2022
– By Charles Brown, M. Brown Financial Advisors, December 15, 2021 With 2021 winding down, all eyes are on what will happen to markets in 2022. Let’s start with the very basic fact that no one knows what the future…
The Election is Coming!
By: Charles Brown, M. Brown Financial Advisors, August 27, 2020 If you have not already heard, this is an election year. LOL. With the S&P 500 already precariously high (new ALL TIME high set on 8/24/2020), fierce campaigning and uncertainly surrounding…
I Am a Bull
By: Charles Brown, M. Brown Financial Advisors, June 22, 2020 I am stock market bull. I have come to terms with that reality. I always thought I was impartial to the moves in the stock market like I was when…
What Now?
By: Charles Brown, M. Brown Financial Advisors, May 19, 2020 Fears of the economic effects of Corona Virus caused the S&P 500 to fall over 33% in about a month. March 23rd marked the low of the selloff – the…
Investing Trends – Commodities
If you follow the financial markets, you have most likely seen the “I” word recently – inflation. Although benign since 2008, inflation is on the “risk radar” of many asset managers heading into 2018. Some asset managers believe that higher…
Low Risk, Great Returns
Take a look at the following chart*, which was published in a book I am reading called “Adaptive Markets” by Andrew Lo. Based on the performance you see here, if you were to invest your entire life savings into one…
What’s Your Carry?
Most people are unfamiliar with the investing term “carry”. Carry is simply the cost or benefit of owning an asset. Bonds have a “positive carry” since they give you periodic coupon payments. All things being equal, bonds pay you to…
Lost Client, Lost Upside
Our firm recently lost a client. When we lose a client, which happens from time to time, we always reach out to that client to thank them for their business and ask why they left. This particular client had a…