It’s been a busy summer for the U.S. Treasury and the IRS as they continue to issue new guidance for several provisions in the Coronavirus Aid, Relief, and Economic Security (CARES) Act. We’d like to share the most notable...
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As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately,...
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In this replay, Jean Dunn of T. Rowe Price presents how successful families discuss money.
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Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
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Tuesday, April 28, 2020
Nearly a decade ago when I was newly married, my wife was in Medical School in Tucson. I would visit her for the weekend and stay for the week. The challenge was in how to keep the ship on track when the captain is on leave. Here is...
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Tuesday, April 7, 2020
The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult...
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Thank you to everyone who made it to coffee club. We expect another great turnout for Wednesday's Webinar. Look at these article headlines (and please save me the best ones). "Plunge, Route, Tragedy..." What a wonderful way to sell...
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The recently signed SECURE Act changes the way beneficiaries will receive money from inherited retirement accounts. During our webinar, we reviewed some of the most significant changes for our clients.
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Dustin Brown Qualified to Attend Cetera Advisors’ Forward Conference Dustin Brown, CFP®, AAMS®, Financial Advisor for DM Brown Financial Services, was one of the select qualifiers of Cetera’s Fast Forward Conference...
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Holly Crystal Brauer Joins DM Brown Financial Services as Financial Advisor and Head of Discovery Team (Scottsdale, Ariz. – February 14, 2020) – DM Brown Financial Services, an affiliate of Wilde Wealth Management Group,...
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Thursday, January 23, 2020
Some financial planning methods rely heavily on bonds. A good financial plan should be balanced with a diversified portfolio. A great plan should be more customized to your cash-flow needs. In retirement, your fixed income should be...
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Tuesday, December 31, 2019
Happy New Year! 2020 is here and it will be my 16th year serving clients' wishes, wants, and needs in the financial services industry. Reflecting on my previous experiences, I would like to share my top 10 revelations in typical...
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