I am happy to report we are in the final stages of our patio/yard project at the Morton house! On Monday evening, Gina told me the landscapers had come out to start planting grass seed. My immediate thought was: “Uh oh…I don’t have any sprinklers!” So, I raced to Home Depot at 7:30 pm to […]
Before I was fired from Wall Street, I wrote a business plan detailing how I would develop client relationships and bring revenue to the brokerage firm looking to hire me. I called it the “Morton Wealth Management Business Plan”. It confused the branch manager who reminded me that I was working for Smith Barney, not […]
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 […]
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 […]
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 […]
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 […]
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 […]
Biographies can produce sharp turns in the way we see ourselves and the agency that we have in the world. Reading about a great life lived, we often walk away saying “How could one person have done all that?” Two biographies stand out for having produced such moments for me: The Rise of Theodore Roosevelt […]
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 […]
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, “So, we are going to stay the course?” “If you don’t know where you are going, […]