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Joe Warren

Commentaries by
Joe Warren

CEO and Founder of Warren Capital Group

Joseph Warren founded Warren Capital Group in 2005 after serving as Vice President and Associate Branch Manager at Morgan Stanley. Warren Capital Group is a wealth management firm in Washington, D.C. that specializes and asset and liability management. Since 1998, Mr. Warren has prudently managed personal, corporate, estate, pension and retirement accounts. Mr. Warren has extensive experience in investment management, private equity, retirement and estate planning, and personal mortgages.

In 2006, Mr. Warren started the Warren Capital Foundation, which is a 501(c) (3) charitable organization with four primary objectives: eradicating cancer, enhancing opportunities for underprivileged youth, sheltering the homeless and preserving open space for public use.

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April 06, 2012

For Tax Purposes

As I sit down to stroke my latest payment to the IRS, I can't help but wonder the purpose of this whole exercise. Few topics are more divisive than taxes and rather than stoking the flame of either side by arguing about how much tax is fair or how receipts... (more)

February 17, 2012

Investor Protection

Perhaps it’s the great recession and the gradual pace of the economy's recovery that has uncovered them, but the number of suspect and unethical undertakings revealed in the financial services arena over the past few years is greater than anytime I can remember in my career. While the dark shadow... (more)

January 04, 2012

The Race is Long

This is a natural time of year for reflection, and here at Warren Capital we've been looking back on lessons learned in order to improve our practice. Our challenge is that we can always find a competitor, or benchmark, or sector, or country, or asset, etc. that we'd like to... (more)



Stuart Brown

Commentaries by
Stuart Brown

Chief Investment Strategist and Portfolio Manager

Stuart Brown received his B.Ph. from Grand Valley State University in Michigan. Before joining Warren Capital Group, Mr. Brown worked as Vice President, Portfolio Manager, and Financial Consultant for more than 20 years at Smith Barney.

The goal of his risk-averse approach to the market is to help clients Build Capital and Preserve Principal.

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May 03, 2012

Spring Greens

Corporate earnings continue to improve. (more)

February 08, 2012

TRICKLE DOWN PACKAGING FOR SOAK UP RESULTS

Whatever tax rates are, the right time to start a business is when there is a good business idea. (more)

December 30, 2011

All is Quiet

All is quiet for now. Happy New Year. (more)



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The Market's Value -- Warren Capital Wealth Managers' News, News on Mortgage Rate Solutions, Asset Management, Liability Management and the Markets

The Market's Value is your home for insight and commentary on ever-changing market conditions and the state of global finance, authored by Joseph Warren and Stuart Brown of the Warren Capital Group. Warren Capital Group is a registered investment advisor specializing in wealth protection and growth for high net worth individuals, institutions, foundations, and corporations. As a fee-based private wealth management firm, Warren Capital Group assists clients with asset allocation, risk management, estate planning and liability management via mortgage services.

Warren Capital Group is a SEC Registered Investment Advisor providing investment management and advisory services. We use our collective expertise to invest in stocks, bonds, real estate, money markets and other alternative assets on behalf of our clients. We also advise clients on mortgages, insurance, and other aspects of their net worth. Our goal is to combine investment management with objective financial advice to help clients grow and protect wealth.