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So far brownwealthmgt has created 52 blog entries.

Did the Fed Finally Break Something?

By |2023-03-15T14:22:48-08:00March 15th, 2023|Market Commentary|

Time to Read: 6 Minutes During my career spanning 25+ years in the financial services industry, I’ve noticed the risks you don’t see coming are always the ones that seem to have the biggest impact on the financial markets. One such risk appeared last week: Three US banks collapsed because of the fastest central

Maximizing Business Ownership Tax Advantages: A Multi-Year Strategy for Growth and Savings

By |2023-02-24T11:48:39-08:00February 24th, 2023|Wealth Management Resources|

Time to Read: 5 Minutes Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your strategy and tactics for long-term growth Late-stage revenue maximization for exit planning Every stage

On Approach for a Soft Landing?

By |2023-01-17T12:01:28-08:00January 17th, 2023|Market Commentary|

Time to Read: 7 Minutes At BWM, we have said multiple times over the last year that parts of the US economy are likely already in a recession. To see examples of contraction in key areas of the economy, investors need to look no further than recent layoffs in the technology industry, a massive

Are you a High-Earner or Business Owner? A Defined Benefit Plan Could be Right for you.

By |2023-01-10T13:59:24-08:00January 12th, 2023|Wealth Management Resources|

Time to Read: 7 Minutes So what even is a defined benefit plan? The defined benefit plan is a lesser-known retirement savings strategy that many business owners can implement in their business, in addition to the 401(k) plan, which is a type of defined contribution plan.  Defined benefit plans are more complex than a

2022 Year of the Bear, What’s the Market’s Next Act? | December 2022 Webinar Recap

By |2022-12-06T13:01:45-08:00December 6th, 2022|Market Commentary|

Time to Read: 2 Minutes 2022 market overview, housing and labor market weighing on crowd sentiment, Fed announcements, and inflation remain at the forefront of investors’ minds as the market continues to be confusing for economists. In our latest webinar, BWM Financial President Jeff Brown discusses the latest inflation data, how the Fed is

The Structure Matters: Choosing the Right One for Your Business

By |2022-10-10T07:02:53-08:00October 14th, 2022|Wealth Management Resources|

Time to Read: 8 Minutes The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file, and perhaps most important, your personal liability. Fortunately, you can change your mind and convert to another business structure later

How to Reduce Taxes on Required Minimum Distributions – Part 6 of Tax Saving Strategies for High Earners

By |2022-09-01T08:13:08-08:00September 23rd, 2022|Wealth Management Resources|

Time to Read: 7 Minutes Many high earners want to know what strategies they can implement to help reduce the tax burden caused from large, unwanted required minimum distributions (RMDs) in retirement. In Part 6 of a 7-part series, “Tax Saving Strategies for High Earners,” we break down what you need to know about

Net Unrealized Appreciation – When to Avoid and When to Use this Overhyped Tax Technique

By |2022-08-29T12:29:52-08:00September 7th, 2022|Wealth Management Resources|

Time to Read: 7 Minutes A little-known tax rule for people who own their employer stock in their 401(k) is Net Unrealized Appreciation (NUA).  Electing NUA is often promoted by retirement planners as a smart tax savings strategy.  Here in San Diego, we’ve helped clients from companies with highly appreciated stock, such as SAIC,

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