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 […]

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 […]