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Dennis Morton

Creating A Compelling Vision

/ in Newsletter / by Dennis Morton

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 […]

Defining Greatness

/ in Newsletter / by Dennis Morton

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 […]

Financial Advisor Influence and Optimism

/ in Role of an Advisor / by Dennis Morton

The best prediction that I ever made was not a prediction at all. It was more of an observation. In the summer of 2019, I wrote about The Good Old Days and presented this idea: What if these are the days you will look back on and say “Remember when…?” As it turned out, compared […]

Financial Decision Making and Sudden Wealth

/ in Planning / by Dennis Morton

With the recent Powerball jackpot win of over $2 billion, it is fascinating to think of just how complicated it could be to become that wealthy that quickly. In this interview in The Atlantic, a wealth advisor who specializes in sudden wealth talks about the “lottery curse” and how we weren’t meant to do nothing […]

Setting Effective Financial Goals

/ in Planning / by Dennis Morton

In the business world, top companies kick off their “Q4” by gathering together their leadership teams to assess what’s gone right this year, what’s gone wrong, and what steps they can take to finish the year with strong forward momentum. My partner, Katie Brown, and I do the same thing with an off-site meeting to reflect […]

Narrowing The Field of Personal Finances

/ in Behavioral / by Dennis Morton

In today’s world, developing expertise in our personal finances doesn’t mean trying to become experts in every market-related data point. That will only add to our confusion. No, the expertise we seek is about how changes in the world around us affect our unique decisions about money. “How wonderful that we have met with a […]

Staying on Your Financial Path

/ in Behavioral / by Dennis Morton

“If you don’t know where you are going, any road will get you there.” Lewis Carroll I have had a few conversations with clients recently where they asked about market volatility and what we planned to do about it.  After discussing for a few minutes, the clients would then say something to the effect of, […]

Veterans Day: Years After They Wore The Uniform

/ in Behavioral / by Dennis Morton

This Veterans Day, I am thinking of the men and women who have served our country, but also the unique way in which we encounter them. With many of the veterans in our lives, their service occurred long before we met them. However, we have the privilege of seeing how that experience has helped to […]

Maintaining Calm in the Midst of Market Turbulence

/ in Behavioral / by Dennis Morton

In our Quarterly Market Brief last week, we focused on risk and market turbulence. Specifically, how to mentally prepare for when things don’t go our way. As is often the case with these conversations, investing is the jumping-off point for a broader discussion about peak performance informed by other disciplines. Market Turbulence and Risk Investors […]