Entries by Dennis Morton

A Moving Target: Thoughts on Target Date Funds

The Wall Street Journal ran a feature recently on the popular target date funds that are often found as an investment option inside of retirement plans. These funds are designed to manage risk based on the age that investor plans to retire, typically in five year increments (2020, 2025, etc.).  The use of these funds […]

One Year On: Freedom, Fearless, Celebrate

Morton Brown Family Wealth has crossed the milestone of one year since our founding. Katie and I continue to be overwhelmed with gratitude for the trust of the families whom we serve, the team who has bought into our vision, and all of the family and friends who give loving support for the work that […]

A Little Fear Goes a Long Way

In March, the actor Luke Perry passed away at the young age of 52 from a stroke.  Shortly after his death, I read an article in Forbes describing how Perry was prompted to draft a will just a few years ago after a cancer scare.  With a full slate of recent celebrity deaths that highlight […]

Remembering Teddy

My family’s commitment to helping build the Reilly Children’s Hospital at Lehigh Valley Health Network was recently profiled in the hospital’s Generosity report for Winter 2019.  This project has given my wife, Gina, and I purpose and a way to remember an important member of our family: Our son, Teddy.  Here is the article as […]

Morton Brown featured in Family Business magazine

I had the opportunity to write for the most recent edition of Family Business magazine on how financial planning for each member of a family business can help bring clarity to strategic decisions. Clarity on the personal impact of decisions is critical for closely held businesses. I hope you enjoy… Developing Confidence and Clarity in […]

Making Decisions Based on Past Performance

The first decade of the 21st century has been called a “Lost Decade” for investors. During that time, the U.S. stock market went through two bear markets before ending up flat for a ten-year period. This month marks the anniversary of a robust rebound. A regression to the mean known as a “Found Decade.”  In […]

Why Would I Invest in _________?

If we were to take a year-end snapshot of the performance of all types of investments (stocks, bonds, real estate, cash), there would always be an array of winners and losers. Sometimes stocks will outperform bonds by a wide margin, but the opposite has also been true. The dangerous part about looking at such a […]

Questions to Ask When Hiring a Financial Advisor

When someone reaches the point when they need financial advice, the idea of interviewing a professional is intimidating. For many years, we met with people who admitted that they did not know what to ask and were making decisions on hiring a financial advisor based on their gut. You can imagine the risk in that. […]

Focus, Not Concentration

To focus is to have clarity on what is and what isn’t. It is to know what is relevant and what can be ignored. To concentrate is to put all of one’s energy and resources into one place. Investors are rewarded for focusing on what is important, penalized for concentration. This year if you concentrated […]