Lisa Brown, CFP®, CIMA®'s blog

Is Now the Time to Dial Down Risk?

The latest episode of Taking Stock with Lisa Brown is Is Now the Time to Dial Down Risk?

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Can You Be Picky Before Accepting That New Job?

The latest episode of Taking Stock with Lisa Brown is Can You Be Picky Before Accepting That New Job?

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Charitable Giving in Up and Down Markets

Episode 13 of Taking Stock with Lisa Brown is Charitable Giving in Up and Down Markets.

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Downsized During the Pandemic and Losing Your 6-Figure Job

Episode 12 of Taking Stock with Lisa Brown is Downsized During the Pandemic and Losing Your 6-Figure Job.

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The Real Estate Market Amidst the Pandemic

The tenth episode of Taking Stock with Lisa Brown is The Real Estate Market Amidst the Pandemic.

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A Coronavirus Checklist: Tips for Your Mental and Financial Health

As we all watch the latest news about the coronavirus, it’s easy to be scared about our physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.

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Getting Involved With Charity as a Working Executive

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

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Three Essential Money Tips for Executives

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

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My Smartest and Dumbest Money Decisions from 22 to 42

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

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Investing in Pot Stocks?

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

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