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Month: January 2018

Lost Client, Lost Upside

On January 22, 2018 By chbbrown1In FINANCE

Our firm recently lost a client.  When we lose a client, which happens from time to time, we always reach out to that client to thank them for their business and ask why they left.  This particular client had a family friend who is a financial advisor and the client wanted to consolidate accounts with …

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The Worst Asset Class in 2017

On January 8, 2018January 19, 2018 By chbbrown1In FINANCE

Most people know that stock markets across the globe had a great year in 2017.  Few people take the time to review what didn't work in the past year.  This chart from Deutsche Bank helps us visualize the returns (in US dollars) of various asset classes across the globe. Personally, my "invest-able" asset classes are …

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Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd, Davenport, IA. 52807.  (563) 326 2064. M. Brown Financial Advisors / M. Brown and Associates and Ausdal Financial Partners, Inc. are separately owned and operated.

FINRA – www.FINRA.org

SIPC – www.SIPC.org

Ausdal – www.Ausdal.com

Check the background of this advisor on FINRA’s Broker Check – https://brokercheck.finra.org/individual/summary/5511058

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