Kathryn Brown

This past year may have left you with a feeling of uncertainty with markets in flux and rising inflation. As the year turns over, you may be forward to 2023 being a new year of stability, possibility, and new beginnings. Even more so than in years past. While this positive outlook is a good thing, […]

So often our money conversations are black and white. How much do I have? Are my investments up or down? Do I have enough? But, enough for what? As financial advisors, we often challenge the traditional money conversation. We help to expand it beyond thinking in terms of return on investment, rather encouraging our clients […]

As we enter the season of giving, charitable giving is top of mind. I love this time of year. Everything seems to glow a bit brighter. While my runs turn colder, I enjoy seeing the seasons change. Watching as the lights go up in the Parkway and neighborhood houses are spruced up with festive decorations […]

As the weather warms, it is hard not to think about all that spring can bring. It is also a popular time for “spring cleaning” as you open your windows and doors to refresh your home after a long winter. In this season of renewal, you may also look to spruce up your personal habits as well, including organizing your finances.  Take Inventory  Too many accounts […]

Planning for your future may feel abstract because no one truly knows what will happen and when. We do our best to prepare or at least be aware of the expected and identify potential risks. But how well prepared are we for the unexpected? What happens when life throws you a curve ball? In 2018, […]