Articles, press releases, and media mentions
News, media activity, and press releases featuring Stratus Wealth Advisors. Read about us in popular publications and articles on topics including financial planning, investing, Succession planning, and more
August 1, 2024 – Sam Brownell penned this bylined article on Long-Term Tax Planning
July 8, 2024 – Sam Brownell quoted in article on Ways to Prevent 'Outsider Syndrome' In The Family Business
June 4, 2024 – Sam Brownell delivered a webinar on
The “Death Tax” Exemption to Decrease by 50% - What This Means For You
May 17, 2024 – Sam Brownell penned this bylined article on how Trusted Advisors Are Essential for Smooth Succession Planning
May 10, 2024 – Sam Brownell video interview on Small Business Financial Strategies
April 19, 2024 – Sam Brownell quoted in Project Equity's Succession Planning Guide
March 29, 2024 – Sam Brownell quoted on Succession Planning for Your Multigenerational Family Business
March 7, 2024 – Sam Brownell delivered a webinar on
Executing Your Succession Plan: Who Should be on Your Team?
December 7, 2023 – Sam Brownell delivered a webinar on
Valuing Your Business: Best Practices for LBM Dealers
October 23, 2023 – Sam Brownell penned this bylined article on Strengthening Your Buy-Sell Agreement
September 26, 2023 – Sam Brownell delivered a webinar on Safeguarding Your Growing Wealth: Strategies for Protecting Assets
August 24, 2023 – Sam Brownell penned this bylined article on Five Mistakes to Avoid When Succession Planning
August 23, 2023 – Sam Brownell was a guest on the Financial Advisor's Workshop podcast, discussing Finding Your Financial Niche
August 21, 2023 – Sam Brownell participated in instructional course for small business advisors on Employee Ownership
June 14, 2023 – Sam Brownell quoted on succession ownership advice and intrafamily transitions
May 4, 2023 – Sam Brownell delivered a webinar on How the “Death Tax” Impacts Your Estate & Tax Planning
April 20, 2023 – Sam Brownell penned this bylined article on ownership transition options for LBM dealers
March 8, 2023 – Sam Brownell quoted in Boomers: Now Is the Time To Talk To Your Kids About Their Inheritance
March 7, 2023 – Stratus Wealth Advisors participates in HBSDealer's Finance & Development Week
March 7, 2023 – Sam Brownell delivered a webinar on The Importance of Understanding Valuation
Feb. 23, 2023 – Sam Brownell shares tips for how business owners can help develop new leaders within their companies
Feb. 15, 2023 – Sam Brownell featured in this article on Three Keys For Business Owners Selling Professional Practices
Feb. 9, 2023 – Sam Brownell penned this bylined article on The Three-Year Window for Gifting
Feb. 7, 2023 – Sam Brownell discusses Key Money Questions to Ask Your Partner at Every Stage of a Relationship
Jan. 25, 2023 – Stratus identified by Expertise.com as one of the Best Financial Advisory Firms in Silver Spring, MD for 2023
Dec. 16, 2022 – Sam Brownell featured in this article on How Climate Change Is Impacting Financial Planning
Nov. 28, 2022 – Sam Brownell delivered a webinar on The Importance of Understanding Valuation
Oct. 26, 2022 – Sam Brownell penned this bylined article on Five Mistakes to Avoid When Succession Planning
Oct. 21, 2022 – Sam Brownell featured in this article on collecting social security while still earning income
Oct. 5, 2022 – Sam Brownell penned this bylined article on The importance of understanding valuation
Sept. 27, 2022 – Sam Brownell was quoted on How to Keep Financial Documents Safe in a Hurricane
Sept. 13, 2022 – Sam Brownell presents a webinar: Selling Your Business 101: How to Minimize Taxes & Protect Your Family
Sept. 12, 2022 – Sam Brownell discusses what shifting migration patterns mean for small businesses
Sept. 9, 2022 – Sam Brownell shares tips for how business owners can combat inflation and meet the challenge of rising costs
Sept. 6, 2022 – Sam Brownell shares tips for small business owners looking to get a business loan to deal with inflation
Sept. 6, 2022 – Sam Brownell shares tips for small business owners looking to get a business loan to deal with inflation
Sept. 2, 2022 – Amanda Monschein shares how her first paying work as a babysitter prepared her to be a successful advisor
August 15, 2022 – Sam Brownell penned this bylined article on Ownership transfers for independent dealers
July 13, 2022 – Sam Brownell video interview on how the latest Inflation Report Will Have Fallout
July 5, 2022 – Sam Brownell shares tips for buying or selling a business
May 2, 2022 – Sam Brownell penned this bylined article on Will my assets fund my post-ownership goals?
April 15, 2022 – Sam Brownell discusses Things You Need To Consider Before Deciding To Retire
April 14, 2022 – Sam Brownell featured in article on Who Should Have Access to Your Financial Accounts in Case of Emergency
April 5, 2022 – Amanda Monschein discusses what parents need to know before they choose a debit card for their kids
March 23, 2022 – Amanda Monschein shares tips for giving kids allowances
March 15, 2022 – Stratus' news release on being named a top advisor in Silver Spring and adding a new advisor to the team
March 15, 2022 – Sam Brownell discusses succession planning and how Businesses Need Financial Planning Too
March 8, 2022 – Sam Brownell wrote this bylined article on Estate and Tax Planning for Independent Business Owners
March 4, 2022 – Sam Brownell quoted in this article on succession planning for family-run construction businesses
Feb. 18, 2022 – Sam Brownell featured in this article on key steps to take when easing into retirement
Feb. 18, 2022 – Sam Brownell quoted on how dividend reinvestment plans work, pros and cons, and more
Feb. 18, 2022 – Sam Brownell discusses how paint and decorating retailers can know if they're ready to buy or sell their business
Feb. 9, 2022 – Sam Brownell's bylined article on defining your post-ownership goals
Feb. 8, 2022 – Sam Brownell discusses how buy-sell agreements can resolve family business crises
Jan. 27, 2022 – Sam Brownell discusses how financial advisors can team up with estate planners
Jan. 5, 2022 – Stratus identified by Expertise.com as one of the Best Financial Advisory Firms in Silver Spring, MD for 2022
Dec. 15, 2021 – Sam Brownell discusses how he helps business owner couples resolve differences in retirement planning
Dec. 1, 2021 – Sam Brownell discusses how hardware retailers can know if they're ready to buy or sell their business
Nov. 29, 2021 – Sam Brownell discusses a valuable podcast for his practice in Fifteen Must-Listen Financial Podcasts
Nov. 19, 2021 – Sam Brownell discusses different stock types to include in a portfolio
Nov. 17, 2021 – Sam discusses the non-financial side of retirement in "Think Retirement Is Only About Dollars & Cents? Think Again"
Nov. 8, 2021 – Sam Brownell shares thoughts on steel stocks and commodity prices
Oct. 26, 2021 – Sam Brownell discusses retirement planning and guiding clients through life-changing events
Sept. 29, 2021 – Sam Brownell discusses what small-business owners need to know about the potential tax hike
Sept. 23, 2021 – Sam Brownell to deliver webinar on Proactive Succession Planning
Sept. 23, 2021 – Sam Brownell speaks on a panel for the virtual Morningstar Conference on digital communications strategies
July 28, 2021 – Sam Brownell provides his choices for summer reading recommendations from financial advisors
July 20, 2021 – Sam Brownell quoted in article on balance sheets
June 17, 2021 – Sam Brownell quoted in article on the importance of moderate savings increases
June 7, 2021 – Sam Brownell featured in article on buy-sell agreements
May 18, 2021 – Sam Brownell provides tips for independent business owners in video interview
May 9, 2021 – Sam Brownell provides exit planning tips for business owners: “Start Your Education Early”
May 5, 2021 – Sam Brownell quoted in article on Everything You Need to Know About EBITDA
May 3, 2021 – Sam Brownell on Five Things To Know If You Want To Build, Scale and Prepare Your Business For a Lucrative Exit
April 15, 2021 – Sam Brownell quoted in article on Why some investors are betting on the most staid investment of all: Cash
April 14, 2021 – Sam Brownell will present at the 2021 ProDealer Industry Summit hosted by HBSDealer and the NLBMDA
March 13, 2021 – Sam Brownell featured in article on 8 Major Ways We’ve Had To Adjust Financially Due to the Pandemic
March 13, 2021 – Sam Brownell featured in article on 8 Major Ways We’ve Had To Adjust Financially Due to the Pandemic
March 10, 2021 – Sam Brownell quoted in article on How Our Approach to Budgeting Has Changed Forever
March 10, 2021 – Sam Brownell quoted in article on How Our Approach to Budgeting Has Changed Forever
Feb. 24, 2021 – Sam Brownell featured in article on The advisors guiding small business owners through the Covid-19 pandemic
Feb. 22, 2021 – Sam Brownell featured in article on Managing a Small Business Owner’s Retirement
Feb. 19, 2021 – Sam Brownell's recent presentation featured on the LBM Finance & Development Week Highlight Hub
Feb. 17, 2021 – Webinar: Tax & Estate Planning: How Do I Minimize Taxes and Protect My Family When I Sell My Business?
Feb. 9, 2021 – Sam Brownell to present webinar on Proactive Succession Planning
Feb. 8, 2021 – Sam Brownell discusses succession planning on the Small Business Connections Podcast
Feb. 4, 2021 – Sam Brownell presents webinar on Tax and Estate Planning for businesses
Feb. 1, 2021 – Webinar: Business Valuation: What is My Business Worth and Can it Fund My Retirement?
Jan. 26, 2021 – Sam Brownell delivers webinar presentation on Business Valuation
Jan. 19, 2021 – Sam Brownell was quoted in Advisors Allay Fears of Clients Unnerved By Pandemic
Jan. 19, 2021 – Sam Brownell featured in article on Financial Advisors Allay Fears of Clients Unnerved By Pandemic
Jan. 15, 2021 – Stratus joins NLBMDA Manufacturers and Services Council
Jan. 15, 2021 – Stratus joins NLBMDA Manufacturers and Services Council
Jan. 13, 2021 – Sam Brownell delivers presentation for HBSDealer LBM Finance & Development Week
Jan. 2, 2021 – Sam Brownell featured in this article on how to Spend Less, and Smarter, in 2021
Dec. 30, 2020 – Sam Brownell's full comments on Understanding the SEC's New Marketing Rules for Financial Advisors
Dec. 24, 2020 – Sam Brownell was quoted in What advisors need to know about the SEC’s new marketing rules
Oct. 7, 2020 – Sam Brownell's recent conference session covered in Maximizing the Value of a Succession Plan
Sept. 15, 2020 – Sam Brownell delivers a webinar on Proactive Business Continuity Planning
August 20, 2020 – Sam Brownell Encourages Maryland Residents to 'Buy Local'
July 10, 2020 – Webinar: "Moving Beyond Paralysis: How Your Business Can Prosper Before and After the COVID-19 Crisis"
June 14, 2020 – Sam Brownell offers insights on small business owners and retirement in 3 Steps to Get Back on Track
May 6, 2020 – Stratus' suggestions for business continuity planning: A Roadmap to Help Your Business Prosper
April 9, 2020 – Stratus is cited in this article: Free Advice is Catching On in the Industry Amid the Pandemic
April 6, 2020 – Useful tips for business owners: How the CARES Act Can Help Your Business
March 31, 2020 – Article on Stratus Wealth Advisors Offering Free Advice
March 30, 2020 – Useful tips for business owners: Coronavirus and Finance Tips - 5 Steps Business Owners Can Take Now
March 26, 2020 – Sam Brownell offers free financial consultations to individuals and businesses
March 26, 2020 – To support the community during these trying times, Stratus Offers Complimentary Consultations
January 2020 – Tips for building a successful succession plan: Hardware - Building Supply Dealer
Dec. 23, 2019 – Sam Brownell was quoted in 14 Things To Know About Making End-of-Year Donations
Nov. 25, 2019 – Sam comments on changes in the industry: Competitors Fire Back at Schwab/TD Ameritrade Acquisition
Nov. 4, 2019 – Sam Brownell discusses Succession Planning Best Practices for Your Business
Oct. 9, 2019 – Sam Brownell was quoted in How to Use a Supplemental Executive Retirement Plan
Sept. 5, 2019 – Sam Brownell was quoted in Business Owners Can Make the Most Out of Falling Interest Rates
July 3, 2019 – Read how Sam Brownell helped a client in Advisor Helps Business Owner Save Taxes; Prep Inheritors
July 1, 2019 – Sam Brownell completed the requirements to become a Certified Valuation Analyst®
June 13, 2019 – Stratus Wealth Advisors Expands Services to Small Business Clients