Blog

As a personal CFO, Steve Brown's blog will cover topics that are especially important to people who desire to transfer their wealth to the next generation and for people looking for market insights.  The more you understand, the easier it will be to coordinate the stewardship of your wealth so you can enjoy life's journey with your family. 

Monday, April 25, 2022

A client and friend referred me to a memoir written by an in-law titled Dead End Gene Pool: A Memoir. The author, Wendy Burden, is a fourth generation descendent of Cornelius Vanderbilt on her father's side. The story focuses on her...

Monday, April 18, 2022

Commodity prices tend to go through extended periods of boom and bust, known as supercycles. We’ll show how to take advantage of this after a little further explanation. Commodity price supercycles are extended periods during...

Monday, April 11, 2022

You are throwing away a big chunk of your next generation’s assets if your trust company is domiciled in Oregon or California, or for that matter most other states.  If the trust company you are using also manages your...

Monday, March 28, 2022

In June of 1979 I had just scraped together $5,000 after my first year at EF Hutton so I decided to by my first municipal bond.  I selected a Portland General Electric Port of Morrow, Oregon, 6%, due 30 years out, at par or 100...