Videos

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.

Morton Brown Family Wealth | IN Awards Feature 2025

Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little fun with a circus theme to share our story. Just like the circus, building a financial planning …firm takes balance, discipline, creativity, and a team working together behind the scenes.

At Morton Brown Family Wealth, we believe in reimagining the client experience — simplifying complexity so families can thrive with confidence. This video is a lighthearted glimpse into our culture and the values that guide us as we serve our clients and community.

✨ Thank you to InvestmentNews for the recognition, and to our team, clients, and community for being part of this incredible journey.

A special shout-out to The Moxy Allentown for bringing our circus theme to life and making the video such a memorable experience. 🎟

🔹 Learn more: https://mortonbrownfw.com/
🔹 Follow us on LinkedIn: https://www.linkedin.com/company/morton-brown-family-wealth/

Important Disclosures:
Morton Brown Family Wealth was named RIA Team of the Year (Under 10 Advisors) by InvestmentNews. Dennis Morton was also named 2025 Advisor of the Year (Regional – Northeast) by InvestmentNews. Awardees for both recognitions were announced on April 29, 2025, and the category winners were announced on June 24, 2025. Morton Brown and Dennis Morton were both nominated by third parties and did not pay any compensation to be considered for this award. Methodology and eligibility information can be found at https://investmentnewsawards.com/process/.Show More

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Morton Brown Family Wealth | IN Awards Feature 2025

Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little …

Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little fun with a circus theme to share our story. Just like the circus, building a financial planning …firm takes balance, discipline, creativity, and a team working together behind the scenes.

At Morton Brown Family Wealth, we believe in reimagining the client experience — simplifying complexity so families can thrive with confidence. This video is a lighthearted glimpse into our culture and the values that guide us as we serve our clients and community.

✨ Thank you to InvestmentNews for the recognition, and to our team, clients, and community for being part of this incredible journey.

A special shout-out to The Moxy Allentown for bringing our circus theme to life and making the video such a memorable experience. 🎟

🔹 Learn more: https://mortonbrownfw.com/
🔹 Follow us on LinkedIn: https://www.linkedin.com/company/morton-brown-family-wealth/

Important Disclosures:
Morton Brown Family Wealth was named RIA Team of the Year (Under 10 Advisors) by InvestmentNews. Dennis Morton was also named 2025 Advisor of the Year (Regional – Northeast) by InvestmentNews. Awardees for both recognitions were announced on April 29, 2025, and the category winners were announced on June 24, 2025. Morton Brown and Dennis Morton were both nominated by third parties and did not pay any compensation to be considered for this award. Methodology and eligibility information can be found at https://investmentnewsawards.com/process/.Show More

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Markets and Mindsets | Intentional Wealth Update

What does it really feel like to be a financial advisor during times …

What does it really feel like to be a financial advisor during times of market turmoil?

In this candid conversation, Dennis Morton and Katie Brown of Morton Brown Family Wealth pull …back the curtain on the emotional side of advising. They share how they personally navigate uncertainty, what client conversations reveal during volatile times, and how the weight of responsibility can both challenge and strengthen them.

💬 Hear how:

• Fear and anxiety show up for both advisors and clients
• Rapid market shifts trigger hypervigilance and a need for clarity
• Advisors manage their own mindset so they can better support others
• Simplicity in planning becomes an anchor during complexity

If you’re feeling unsettled or unsure, know that you’re not alone—and that leaning on your advisor isn’t a burden; it’s the purpose of the relationship.

📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email – https://www.mortonbrownfw.com/subscribe/

🤝 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Kathryn Brown on LinkedIn – https://www.linkedin.com/in/kathryn-m-brown/

👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
Instagram – https://www.instagram.com/mortonbrownfw/
Twitter – https://twitter.com/MortonBrownFW

⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/Show More

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Expectations and Volatility | Intentional Wealth Update

In this video, Dennis and Katie sit down to unpack how expectations …

In this video, Dennis and Katie sit down to unpack how expectations shape investor sentiment—and how quickly that sentiment can swing. From market headlines to interest rates, they explore the …many forces that influence stock performance and why it’s so important to stay grounded when things feel uncertain.

You’ll hear them break down:

❓Why stocks really go down (hint: it’s not just the news cycle)
❓How expectations are built into fundamentals like P/E ratios
❓The role of bonds in providing stability during turbulent markets
❓Why diversification and rebalancing still matter—especially now
❓How to view long-term performance, even in the face of short-term pullbacks

Whether you’re nearing retirement or still in the accumulation phase, this conversation helps reframe fear into perspective—offering a reminder that volatility is not the enemy but part of a functioning market.

Have questions about your own portfolio? Dennis and Katie encourage you to reach out and talk through it. Sometimes, a fresh perspective makes all the difference.

📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email – https://www.mortonbrownfw.com/subscribe/

🤝 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Kathryn Brown on LinkedIn – https://www.linkedin.com/in/kathryn-m-brown/

👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
Instagram – https://www.instagram.com/mortonbrownfw/
Twitter – https://twitter.com/MortonBrownFW

⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/Show More

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Finding Certainty in an Uncertain World | Intentional Wealth Update

Uncertainty is a given in life—so why do we expect certainty when it …

Uncertainty is a given in life—so why do we expect certainty when it comes to finances?

In this Intentional Wealth Update, Dennis Morton and Katie Brown discuss the mistakes people make …when navigating uncertain times, why emotions often drive financial decisions, and how to approach uncertainty with more confidence.

Topics Covered:
✔️ Why we seek financial certainty when life is always uncertain
✔️ The disconnect between how we feel and what’s actually happening
✔️ Common reactions: fight, flight, or freeze—and how they impact your money
✔️ Why “What if I just…?” can be a risky mindset
✔️ A three-question framework to help you pause before making big decisions

📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email – https://www.mortonbrownfw.com/subscribe/

🤝 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Kathryn Brown on LinkedIn – https://www.linkedin.com/in/kathryn-m-brown/

👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
Instagram – https://www.instagram.com/mortonbrownfw/
Twitter – https://twitter.com/MortonBrownFW

⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/Show More

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2024 Thanksgiving Message

This Thanksgiving, we pause to say thank you to our incredible clients …

This Thanksgiving, we pause to say thank you to our incredible clients and dedicated team for a truly wonderful year.

In this season of gratitude, we suggest reflecting on what …brought you joy and fulfillment over the past year. By cherishing those moments, you can thoughtfully guide where you invest your time, energy, and resources for the year ahead.

Wishing you and your loved ones a holiday filled with warmth, gratitude, and purpose.Show More

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2024 Appreciation Event

Dennis Morton and Katie Brown share a special message with our clients …

Dennis Morton and Katie Brown share a special message with our clients on the eve of our 2024 Annual Appreciation Event. Be sure to watch until the end for an …exciting reveal!Show More

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Success in Retirement – Intentional Wealth Update

Katie and Dennis explore the “softer” side of retirement. It’s the …

Katie and Dennis explore the “softer” side of retirement. It’s the mastery in these particular areas where they see the most success in retirement. *Hint: It has nothing to do …with the numbers!

Relevant Links:
Article from The Street – https://www.thestreet.com/retirement-daily/planning-living-retirement/tips-for-the-softer-side-of-retirement-planning
Association of Financial Counselors – https://www.afcpe.org/news-and-publications/the-standard/2015-1/retirement-today-a-non-financial-perspective/

If you wish to submit questions for Dennis and Katie to address in their next video, email us at info@mortonbrownfw.com.

📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email Newsletters – https://www.mortonbrownfw.com/subscribe/

🗣 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Kathryn Brown on LinkedIn – https://www.linkedin.com/in/kathryn-m-brown/

👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
Instagram – https://www.instagram.com/mortonbrownfw/
Twitter – https://twitter.com/MortonBrownFW

⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/Show More

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Making Sense of the Markets – Intentional Wealth Update

Having trouble making sense of the markets? Dennis and Katie discuss …

Having trouble making sense of the markets? Dennis and Katie discuss three charts that can help in any type of market environment. Using historical data going back decades, they show …why investor questions pertaining to predictions, timing, and impending recessions aren’t productive in a market that historically has yielded positive results over the long term.

If you wish to submit questions for Dennis and Katie to address in their next video, email us at info@mortonbrownfw.com.

📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email Newsletters – https://www.mortonbrownfw.com/subscribe/

🗣 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Kathryn Brown on LinkedIn – https://www.linkedin.com/in/kathryn-m-brown/

👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
Instagram – https://www.instagram.com/mortonbrownfw/
Twitter – https://twitter.com/MortonBrownFW

⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/Show More

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Baseball and Finance – Intentional Wealth Update

What do baseball and finance have in common? Dennis and Cody have some …

What do baseball and finance have in common? Dennis and Cody have some fun this week comparing one of their favorite sports to their profession. Discover what they would change …about the “game” of finance and their hopes for the remainder of the 2023 season.

If you wish to submit questions for Dennis and Cody to address in their next video, email us at info@mortonbrownfw.com.

📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email Newsletters – https://www.mortonbrownfw.com/subscribe/

🗣 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Cody Demmel on LinkedIn – https://www.linkedin.com/in/codydemmel/

👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
Instagram – https://www.instagram.com/mortonbrownfw/
Twitter – https://twitter.com/MortonBrownFW

⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/Show More