Meet Ivy League Financial Advisors

Lead by President and Founder, Christopher N. Brown, MBA, CFP®, AIF®, the Ivy League Blog is our way to educate and inform our clients and the community on pertinent financial and market trends.

End of the Year Financial Tips and Tax Strategies

 

When it comes to the end of the year, it seems like everyone is in a rush to finish their shopping, decorating and preparing for house guests. But in addition to all of the seasonal things going on right now, the end of the year and beginning of a new one is the perfect time to reflect upon your past financial year and review your portfolio.

Have you been able to s..

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WSJ: How to Become a Financially Compatible Couple

WSJ: How to Become a Financially Compatible Couple

With Valentine's Day around the corner, we thought it would be appropriate to touch on one of the toughest topics affecting relationships today - money. 

A Wall Street Journal article published today and written by Manisha Thakor titled "How to Become a Financially Compatible Couple" provides some great insight into the problems couples face when merging their finances. She says..

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Staying the Course Amidst the Market's Volatility

Staying the Course Amidst the Market's Volatility

Many of you are familiar with Jack Bogle, founder of Vanguard. Bogle was a pioneer in the investment community, being the driving force behind low-cost index fund products.  Even well into his 80’s he is revered for his perspective on the market and the investment environment in general. 

 Bogle was interviewed on CNBC on Tu..

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14 Top Year-End Tax Moves For Individuals In 2014

Although 2014 is coming to a close over the next several weeks, there is still time to make moves to save on your 2014 taxes. This article originally appeared here on our Featured News page, but we thought the information was so good it deserved a prominent spot on our blog as well. Remember that even making one of the 14 moves below could potentiall..

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How the Balance of Power Affects Wall Street

How the Balance of Power Affects Wall Street

Graphic From USA Today November 4, 2014

Now that the midterm elections are safely behind us, a lot of people are wondering how politics will impact their investment returns.  The conventional wis..

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How to Find a Financial Advisor That Puts Your Interests First

Finding a financial advisor that you not only feel comfortable with, but most importantly, that you trust to manage your investments is not always an easy task.

With so many different types of “advisors” vying for your business, it can be confusing to filter out the noise to pick the right one. Broker, Registered Representative, Investment Advisor, Fee-Only Financial Advisor –what’s the differe..

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Welcome To Ivy League's New Website & Blog

Welcome to our new and improved website and blog! We have worked really hard to create a website that will not only be informative and helpful for our current client base, but one that will also be a source of financial education and information for the community.

 

Our website is organized by the following sections:

  • Your Goals - This section outlines the differen..
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Latest News

 When it comes to the end of the year, it seems like everyone is in a ...
With Valentine's Day around the corner, we thought it would be appropriate ...

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