Who Needs a Plan? We Do. You Do.
It is a fair question to ask your financial advisor if he or she “eats their own cooking.” In other words, do they invest in the same way that they advise their clients to invest? If so, it shows that they have strong enough beliefs about investing to follow their own advice. That would be […]
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 […]
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 […]
The Found Decade
The first decade of the 21st century has been called a “Lost Decade” for investors because during that time the U.S. stock market went through two bear markets before ending up flat for the ten-year period. This month marks the anniversary of a robust rebound, a regression to the mean, or a “Found Decade.” In […]