Dennis writing

Category: Role of an Advisor

Leading with Purpose Introduction

Why would a financial advisor host a podcast about leadership?  This year, I launched my new podcast called “Leading with Purpose”, where I interview leaders from different industries and backgrounds and help relate their experience to the financial decisions we all make. So, why does this matter for you as you plan and invest for […]

Cost of Trading Changes

The cost of trading changes at Charles Schwab and what it means for you and your financial advisor’s business. The Shifting Ground Under Our Feet The cost of trading has hit its lower limit: $0. In the last several weeks, after Charles Schwab announced that stock trades would be free, many major custodians and banks […]

Emeritus

Have you ever seen the word ‘Emeritus’ after the name of a professional? Attorney, Emeritus. Shareholder, Emeritus. Professor, Emeritus.  It means that this person has retired but maintains an honorary role based on their lifetime of accomplishments.  One title you will rarely see: Financial Advisor, Emeritus. Why is that?  Financial advisors are facing a retirement […]

Finding Community

I have heard finding community described any number of ways, but one my favorite descriptions is “Being part of a community means being a part of something greater than you. It’s about sharing, growing and opening up to who you are and what you believe in.” I believe our lives are filled with many different […]

The Zeal of a Convert: My Origin Story

Earlier this year in his weekend “Intelligent Investor” column in the Wall Street Journal, Jason Zweig wrote a memorial tribute to Jack Bogle, founder of the Vanguard Group, that compared him to St. Paul, the early Christian missionary. When Zweig wrote that Bogle “blazed with the zeal of the convert” the words jumped off of […]

We All Need A Plan

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 Anniversary

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

What Is A Financial Advisor?

It should be clear, but it isn’t. When I attend networking events, it seems that everyone has “Financial Advisor” written somewhere on their business card. Why? Because, as Willie Sutton supposedly said about why he robbed banks, “That’s where the money is.” There is a false equivalence, though. A belief that because we all call ourselves something that we are […]