Coffee with Katie

Coffee With Katie

“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.

Tax-Loss Selling and Rebalancing - Coffee with Katie

In this Coffee with Katie episode, Katie reviews two things you or your financial advisor can do to be productive in a volatile market environment. Both tax-loss selling and rebalancing ...are active steps you can take in times of market uncertainty.

Kathryn M. Brown is a Certified Financial Planner™ with over 17 years of experience serving families as a financial advisor. Katie created Coffee with Katie as a way to simplify the financial planning conversation.

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