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The Naperville Financial Planner

From Wall Street to Main Street – Insights on Wealth Management and Financial Planning

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Tag: stock market

The Power of Compounding

On April 8, 2018 By chbbrown1In FINANCE

I recently took the family down to Naples, Florida for some vacation time.  On one afternoon we took the kids on a boat cruise around the harbor with the goal of seeing some dolphins (which we saw!).  After explaining some of the history around the harbor, the tour guide quickly moved the conversation to real …

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Investing Trends – Commodities

On March 15, 2018March 15, 2018 By chbbrown1In FINANCE

If you follow the financial markets, you have most likely seen the "I" word recently - inflation.  Although benign since 2008, inflation is on the "risk radar" of many asset managers heading into 2018.  Some asset managers believe that higher inflation may cause the FED to raise rates faster than expected, which should cause bond …

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Low Risk, Great Returns

On February 24, 2018March 23, 2018 By chbbrown1In FINANCE

Take a look at the following chart*, which was published in a book I am reading called "Adaptive Markets" by Andrew Lo.  Based on the performance you see here, if you were to invest your entire life savings into one of these investment vehicles today (at the end of each line), which one would you …

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What’s Your Carry?

On February 5, 2018 By chbbrown1In FINANCE

Most people are unfamiliar with the investing term "carry".  Carry is simply the cost or benefit of owning an asset.  Bonds have a "positive carry" since they give you periodic coupon payments.  All things being equal, bonds pay you to own them.  An asset like crude oil may have a negative carry if you include …

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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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Securities and Advisory Services offered through Ausdal Financial Partners, Inc., an SEC registered investment adviser, member FINRA & SIPC. 5187 Utica Ridge Rd., Davenport IA 52807, 563-326-2064, www.ausdal.com. Sub-advisory services offered through M. Brown Financial Advisors, a registered investment adviser with the state of Illinois. M. Brown Financial Advisors is located at 2728 Forgue Drive, Suite 100, Naperville, IL 60564, 630-637-8600.  M. Brown Financial Advisors and Ausdal Financial Partners are unaffiliated entities and only transact business in states where they are properly registered, or are excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission or any state regulators. Ausdal Financial Partners, Inc. does not accept buy, sell or cancel orders by email, or any instructions by e‐mail that would require your signature. Information contained in this communication is not considered an official record of your account and does not supersede normal trade confirmations or statements. Any information provided has been prepared from sources believed to be reliable but does not represent all available data necessary for making investment decisions and is for informational purposes only.

M.Brown – Financial Group Firm Brochure ADV part 2 – 6-21-2021

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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