About Jeff Brown

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So far Jeff Brown has created 54 blog entries.

WEBINAR | Decoding Crypto: A Guide Through the Emerging Field of Digital Assets Know as “Cryptocurrencies”

By |2022-05-06T10:02:30-08:00March 16th, 2022|Wealth Management Resources|

Time to Watch: 51 Minutes VIEW SLIDES The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only,

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Cutting the Equity Exposure to Neutral

By |2022-02-28T16:05:11-08:00February 28th, 2022|Market Commentary|

Time to Read: 3 Minutes To begin, at BWM our hearts go out to all the people worldwide affected by the events unfolding in Ukraine. It feels odd to write an article about the stock market and our objective indicators while reading about innocent lives lost due to Russia’s invasion of Ukraine. With that

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Adjusting Allocations as Markets Shift

By |2022-02-17T06:52:52-08:00February 16th, 2022|Market Commentary|

Time to Read: 6 Minutes In a recent webinar, we discussed our market outlook for 2022, including the likelihood of a correction due to the appreciable amount of time since a 10% selloff last hit the S&P 500, as shown below. Just a few days later, the S&P 500 hit the 10% correction threshold

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Reducing Duration and Interest Rate Sensitivity in Our Tactical Portfolios

By |2021-12-15T11:04:07-08:00October 25th, 2021|Market Commentary|

Time to Read: 9 Minutes Last week, BWM Financial 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

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How ESG Investing Aligns Your Values with Your Portfolio

By |2021-12-15T11:05:07-08:00October 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

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