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Dennis Morton

Narrowing The Field of Personal Finances

In today’s world, developing expertise in our personal finances doesn’t mean trying to become experts in every market-related data point. That will only add to our confusion. No, the expertise we seek is about how changes in the world around us affect our unique decisions about money. “How wonderful that we have met with a […]

Staying on Your Financial Path

“If you don’t know where you are going, any road will get you there.” Lewis Carroll I have had a few conversations with clients recently where they asked about market volatility and what we planned to do about it.  After discussing for a few minutes, the clients would then say something to the effect of, […]

Veterans Day: Years After They Wore The Uniform

This Veterans Day, I am thinking of the men and women who have served our country, but also the unique way in which we encounter them. With many of the veterans in our lives, their service occurred long before we met them. However, we have the privilege of seeing how that experience has helped to […]

Maintaining Calm in the Midst of Market Turbulence

In our Quarterly Market Brief last week, we focused on risk and market turbulence. Specifically, how to mentally prepare for when things don’t go our way. As is often the case with these conversations, investing is the jumping-off point for a broader discussion about peak performance informed by other disciplines. Market Turbulence and Risk Investors […]

Cody Demmel Earns Certified Financial Planner™ Designation

Morton Brown Family Wealth is proud to announce that Cody Demmel, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. We recognize Cody’s hard work and achievement in earning his Certified […]

Turning aspirations into a commitment

We had 75 phone calls to make and no one on our list was expecting a call from their financial advisor that day. There was no one in our office to hear the conversations since we had yet to hire our first employee.  When Katie Brown and I sat down that morning in spring 2018 […]

Home Bias and Portfolio Risk

Successful wealth management requires us to construct diverse investment portfolios made up of different asset classes, including stocks. In choosing our investments we often have biases that unknowingly create challenges as market cycles change. For many investors, what they know best are the stocks of their own country. They often ignore the opportunities that exist […]

Turning Savings Into a Retirement Paycheck

When the stock market is near all-time highs, smart investors feel confident as they reflect on the strategies that have made them successful.  As their wealth has grown, they have benefitted from many of the advantages of savers. This includes buying the dips, rising income and savings, and tax-free growth in their retirement plans. However, […]

3 Retirement Mistakes Even Smart Investors Make

Experience is not the same as expertise. Confusing the two creates the potential for mistakes as smart investors approach retirement. In his book Outliers, Malcolm Gladwell popularized the idea that it takes 10,000 hours of experience to become an expert in a particular field. Smart investors spend thousands of hours saving and investing during their […]

What 2020 Taught Me as a Financial Advisor

I am a planner by nature, which makes sense considering my choice of profession. In addition to planning for the financial lives of clients, though, I also make time to plan for the success of our business. My partner, Katie Brown, and I believe that the best advisors and firms are intentional about how they […]