Jeffrey Brown, Brown Advisory Group, LLC

06/02/2026

Balancing asset allocation is key in financial planning. Minimize tax impact with strategic rebalancing, enhancing financial wellness. This is a great read that explores ways to mitigate capital-gains taxes without compromising portfolio growth.

Here are practical strategies investors can use to reduce or eliminate capital-gains taxes when they rebalance their portfolios.

05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication wil never be forgotten.

Wishing everyone a safe and meaningful Memorial Day from Brown Advisory Group

05/11/2026

This article is a great resource to compare the retirement funds of Americans across different stages of life. Falling behind in savings is a common concern, but financial planning offers strategies to catch up and evaluate you preparedness.

How does your nest egg compare? Explore the average retirement savings by age in 2026 and learn expert strategies to catch up if you're falling behind.

04/27/2026

Navigating financial wellness during retirement is crucial, especially with the looming presence of inflation. Retirees often find themselves needing to adjust their financial planning strategies to maintain their purchasing power over time.

Focusing on strategic investing is a practical approach to combat inflation's bite on retirement funds. For those who love the simple joys of life, like savoring good food and wine in their golden years, a well-structured investment plan can provide that peace of mind.

Inflation can erode purchasing power over time. Explore how it affects retirement planning and strategies that may help support long-term financial security.

04/24/2026

Congratulations to our intern Marilyn Tyer for being spotlighted by Providence College's Intern Feature Friday. Marilyn is a junior Management major at PC and has done incredible work for us during her time as intern. Congratulations and thank you for all of the valuable work you do!

04/16/2026

In recent months, the financial markets have provided a masterclass in resilience and opportunity. U.S. stocks, after reaching a multi-month low in late March, have staged a remarkable turnaround. While it is essential to maintain a long-term view in investing, short-term fluctuations can offer insights for repositioning investment portfolios.

By leveraging sound financial planning and investing in a diversified portfolio of stocks, individuals can enhance their financial wellness over time. As stocks continue to perform, it's a reminder of the importance of remaining informed and understanding market dynamics.

US stocks have been absolutely ripping since hitting a multi-month low in late March. All three major indexes have seen both Iran-war and year-to-date losses erased in the past few days. The rally can be traced back to three main reasons.

04/07/2026

Geopolitical conflicts can create uncertainty in the markets, but they also reinforce the importance of having a plan in place.

This is an interesting article that breaks down how investors can stay prepared during times of volatility.

Retail investors worried about the ongoing Iran war can follow a playbook for investing during geopolitical crises.

04/01/2026

Imagine learning on April 1st that your employer was closing.

Have you prepared for retirement on your terms?

We can help.

(401) 433-1100

03/23/2026

Let's talk about financial empowerment for women. It starts with having a solid financial plan for the future. Contact me to begin your journey to financial freedom.

Women often face additional challenges when it comes to retirement planning.

03/06/2026

This great article focuses on potential losses due to the relentless attack on Iran. Ask us how to always have your assets positioned for anything unexpected. This won't be the last event/crisis that affects your ability to ultimately enjoy a worry-free retirement.

Don't panic sell. Diversify by geography and industry. Consider adding gold. Hold enough cash to meet your financial needs for the next three years.