Category: Newsletter

As pitchers and catchers report for spring training, I am reminded of my career as a third-string catcher and the lessons learned along the way. The call came on a Spring Saturday afternoon when I was 13 years old. I had tried out for my first travel baseball team and the coach of the Harford […]

This is about wellness, health, and yes, money. Have you ever gone a long time without looking at your account balances? Ever held off on checking in with your advisor because you were afraid your financial plan was off-track? Does anxiety about financial headlines keep you from learning more about money and investing? I have […]

Dear Reader, Looking forward, I am an optimist. Looking back, I am a historian. It’s what I am in the present that has helped me become a better investor: Unemotional. For investors, the last four years have been historic…and exhausting. We had the fastest recession, fastest recovery, fastest inflation, and the fastest interest rates. Not […]

Dear Reader, The first dramatic pivot of my career happened in the summer before my senior year of college, in the rain, staring at a military tank. I was at Ft. Lewis, WA attending a four-week-long ROTC training with a thousand other cadets. It was branch orientation day, where all the branches of the Army […]

Dear Reader, For over a month, my wife Gina, and our four kids (17, 13, 9, and 7) recently hiked and toured our way through the villages and mountains of Europe. There are surprisingly few options for crews as large as ours so we Airbnb’d our way through Germany, Slovenia, and Italy. This was a […]

Before I was fired from Wall Street, I wrote a business plan detailing how I would develop client relationships and bring revenue to the brokerage firm looking to hire me. I called it the “Morton Wealth Management Business Plan”. It confused the branch manager who reminded me that I was working for Smith Barney, not […]

We’ve all heard the saying that luck is what happens when opportunity meets preparation.  I have found in both my life and my career that amazing things happen when VISION meets preparation. In life, marriage, and business, there are no smooth rides. But it is possible to build a mindset rooted in optimism and confidence that helps […]

As we approach Super Bowl Weekend, I’ve been thinking about the characteristics of the teams, players, and leaders who make it to the peak of their sport. Eleanor Roosevelt once said, “Great minds discuss ideas, average minds discuss events, small minds discuss people.” Greatness as a function of where we focus attention got me thinking […]