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At Morton Brown Family Wealth, we believe that education fosters confidence. By providing financial insight in a language our clients understand, we partner with families achieve their financial goals. Our advisors also collaborate with other professionals to provide engaging and informative content.

FIND YOUR PURPOSE, LIVE YOUR LIFE | Morton Brown Family Wealth

Meet the team at Morton Brown Family Wealth as they share their mission and vision of helping families live more fulfilling lives.

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FIND YOUR PURPOSE, LIVE YOUR LIFE | Morton Brown Family Wealth

Meet the team at Morton Brown Family Wealth as they share their mission and vision of helping families live more fulfilling lives.

Meet the team at Morton Brown Family Wealth as they share their mission and vision of helping families live more fulfilling lives.

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Post-Election Live Market Update

During our latest Quarterly Live Market Update, our advisory team presented a year-in-review for 2020, looking at market performance throughout [...]

During our latest Quarterly Live Market Update, our advisory team presented a year-in-review for 2020, looking at market performance throughout the pandemic. They also focused on post-election financial planning and the proposed tax changes that could affect individual investors. Finally, the team provided a look at investing best practices and for 2021 and beyond.

Relevant Links:
Steve Vernon podcast mentioned: https://www.morningstar.com/podcasts/the-long-view/73
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/Show More

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Financial Risk Management at Morton Brown Family Wealth

By utilizing a risk tolerance platform called Riskalyze, we are able to strategically align your risk tolerance with your financial plan and [...]

By utilizing a risk tolerance platform called Riskalyze, we are able to strategically align your risk tolerance with your financial plan and investments. This risk assessment tool uses your responses to subjective questions to assign a Risk Number. Your score is used as a guide to help frame financial planning and investing conversations with you and your family. We frequently work with spouses and families with differing risk scores and help them to navigate an appropriate risk strategy.Show More

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Setting Financial Expectations for Investments in 2020

Labor Day oftentimes feels like the start of a new year. Dennis Morton reflects on a piece he wrote back in January on setting financial [...]

Labor Day oftentimes feels like the start of a new year. Dennis Morton reflects on a piece he wrote back in January on setting financial expectations. This is a brief summary of that blog where he discusses avoiding extremes and predictions as we enter Q4 of 2020. Dennis focuses on asking the right questions to help guide actionable steps and properly manage financial expectations.

Read the full article here: https://www.mortonbrownfw.com/setting-new-year-financial-expectations/Show More

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Home Renovation Investment and Risk [Webinar Recording]

As we all spend more time at home these days, home renovations are on the rise. Whether creating more comfortable space to work from home or [...]

As we all spend more time at home these days, home renovations are on the rise. Whether creating more comfortable space to work from home or building an oasis in the backyard, your home equity is on the rise. With these renovations come significant financial investments and increased risk. This is a recording of a live webinar hosted by Morton Brown Family Wealth and HMK Insurance exploring the major choices homeowners make when taking on renovation projects.

Morton Brown Family Wealth is not affiliated with HMK Insurance. HMK Insurance is not a registered investment advisor. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/Show More

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The SECURE ACT: What IRA Owners Should Know

Effective January 1, 2020, the new SECURE Act took effect, changing the way you can accumulate and distribute your 401(k)s, IRAs, and inherited [...]

Effective January 1, 2020, the new SECURE Act took effect, changing the way you can accumulate and distribute your 401(k)s, IRAs, and inherited accounts. Titled "Setting Every Community Up for Retirement Enhancement", this new law was enacted to ease some of the restrictions that have kept employees and savers from accumulating a nest egg in retirement. However, the law also made significant changes affecting investors and could have significant financial and tax implications if individuals aren't informed. The law also may require changes made to structuring of retirement plans and estate documents.

This webinar (recorded March 25, 2020) provided an overview of the new law and what individuals and IRA owners need to know. A panel of experienced professionals dove into the details and offered real world scenarios of how these new rules could affect your bottom line.

Presenters:
Dennis Morton, Morton Brown Family Wealth - https://www.mortonbrownfw.com/
Nick Nanovic, Gross McGinley, LLP - https://www.grossmcginley.com/
Mike Stoudt, Stoudt Associates, LLC - http://www.stoudtcpas.com/Show More

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