The BWM Blog

Wall Street has made investing confusing. They’ve cluttered your finances. Brownlee Wealth Management exists to change this.

Apr 11, 2025
Perspective from the Field – Collecting Data for Financial Projections
Scott Darling
Apr 16, 2023
What Oil & Gas Professionals Need to Know About Universal Life Insurance
Justin Brownlee
Apr 10, 2023
The Sandwich Generation: What to Focus on Financially
Justin Brownlee
Apr 2, 2023
7 Investment Options for Oil & Gas Professionals That *Aren’t* the Stock Market
Justin Brownlee
Mar 27, 2023
3 Things to Watch Out for When Preparing for Retirement
Justin Brownlee
Jul 23, 2022
Why Are High Income Millennials Not Able to Save?
Justin Brownlee
May 14, 2022
The Dividend Dilemma
Justin Brownlee
Mar 5, 2022
Why You Should 4x Your Starting Retirement Balance
Justin Brownlee
Jan 22, 2022
What Do We Do About ARKK?
Justin Brownlee
Oct 28, 2021
How Do You Evaluate a Portfolio? Three Mistakes to Avoid
Justin Brownlee
Sep 22, 2021
State Income Tax: Understanding How Arkansas, Texas, and Surrounding States Impact Retirement Income
Justin Brownlee
Sep 1, 2021
Walmart 401(k): The Pros & Cons
Justin Brownlee
Aug 12, 2021
Tax Free Retirement Ideas & How to Best Use Low Income Years
Justin Brownlee
Jun 26, 2021
Navigating the Shell Provident Fund
Justin Brownlee
May 25, 2021
Why it’s Critical to Separate Investment Advice from Your Investment Accounts
Justin Brownlee
May 15, 2021
ConocoPhillips 401(k): How to Maximize Your NUA Opportunity
Justin Brownlee
Feb 19, 2021
How to Use Individual Stock Losses to Build After Tax Wealth
Justin Brownlee
Dec 18, 2020
ExxonMobil 401k: Three Things I Love. Three Things I Don’t.
Justin Brownlee
Nov 20, 2020
The Story and History Behind Why Hiring a Financial Advisor is so Difficult
Justin Brownlee
Nov 14, 2020
Oxy Open Enrollment: What Should You Do?
Justin Brownlee
Oct 10, 2020
The Impact of Family on Wealth
Justin Brownlee
Sep 18, 2020
Understanding Medicare and Potentially Lowering Premiums through Tax Planning
Justin Brownlee
Jul 17, 2020
What to Avoid to Reach Financial Independence: Insurance Mistakes
Justin Brownlee
Jun 20, 2020
What to Avoid to Reach Financial Independence: Low Returns
Justin Brownlee
May 20, 2020
Reviewing the Western Midstream 401(k)
Justin Brownlee
May 14, 2020
Decisions to Make After a Layoff
Justin Brownlee
May 8, 2020
What if you Retire Right Before a Market Crash? (What BBQ and Retirement Have in Common)
Justin Brownlee
Apr 18, 2020
Finding Free Money in Your Oil & Gas Company’s 401k Plan
Justin Brownlee
Mar 9, 2020
Protecting your Retirement with Liability Insurance
Justin Brownlee
Mar 4, 2020
Investing & Coronavirus: Is The Sky Falling?
Justin Brownlee
Feb 25, 2020
PENSION: Take the Lump-Sum or Guaranteed Income?
Justin Brownlee
Feb 20, 2020
ExxonMobil NUA: How to Capture the Opportunity Without Destroying Your Portfolio or Taxes
Justin Brownlee
Feb 3, 2020
Retirement Income: Will you outlive your savings?
Justin Brownlee
Jan 24, 2020
Financial Planning for Young Oil and Gas Professionals
Justin Brownlee
Jan 16, 2020
Investment Lessons I’ve Learned Officing out of a WeWork
Justin Brownlee
Jan 8, 2020
Oil & Gas/Petrochemical: How Financial Planning in This Industry is Different From Others
Justin Brownlee
Dec 18, 2019
Paying Millions in Taxes: How New Tax Law Affects Oil & Gas Retirees
Justin Brownlee
Dec 9, 2019
Lower Your Taxes: Maximize Charitable Giving with the New Tax Law
Justin Brownlee
Nov 22, 2019
Oxy 401(k): What You Need to Know
Justin Brownlee
Nov 4, 2019
Anadarko/Oxy Change of Control Severance Mishaps
Justin Brownlee
Oct 28, 2019
The Wealth Transfer: 3 Ways Fees Impact You More Than You Realize
Justin Brownlee
Oct 14, 2019
Navigating Roth IRA’s & the tax code: Your guide on where to save before retirement
Justin Brownlee
Oct 2, 2019
Saving a Fortune in Taxes: Your Guide to Roth IRA Conversions in Retirement
Justin Brownlee
Sep 26, 2019
Simplify Your Estate Plan
Justin Brownlee
Aug 30, 2019
Who Does Your Financial Planner Work For?
Justin Brownlee
Aug 20, 2019
Three Ways a Retainer Fee Structure Works for You
Justin Brownlee
Aug 19, 2019
Investing Philosophy
Justin Brownlee
Aug 15, 2019
Who Do We Work With?
Justin Brownlee
Aug 15, 2019
What does a Financial Planner do?
Justin Brownlee
281.377.3170
info@brownleewealthmanagement.com
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