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Dennis Morton

Is An Annuity Right for Me?

/ in Investing / by Dennis Morton

No doubt you have heard of annuities. Maybe you have even kicked the tires on an annuity before, wondering about the downside to something that sounds so good. If you are curious about what annuities are, if you are unsure if they make sense for you, and especially if an insurance agent who isn’t a […]

How to Invest in a Crisis from Warren Buffett

/ in Investing / by Dennis Morton

“Perhaps with a bias, I don’t believe anyone knows what the market is going to do tomorrow, next week, next month, next year. I know America’s going to move forward over time, but I don’t know for sure and we learned this on Sept. 10, 2001. And we learned it a few months ago in […]

When Retirement Comes Early

/ in Planning / by Dennis Morton

Do you have a date set for when you will retire?  Maybe it’s the day you turn 65, or maybe when you are eligible for your full Social Security benefit. Whether it is imminent or still a few years off, you have probably thought hard about how to prepare your family and your finances for […]

Legislative Response: The CARES Act

/ in Planning / by Dennis Morton

The medical response to COVID-19 is underway. Social distancing is the order of the day. Congress and the Fed have weighed in. Now, your professionals get to work. Among those professionals, the accountants, financial advisors, and attorneys are leaping into action to help small businesses and families. I have received e-mails and outreach from the […]

Gaining Perspective in a Financial Crisis

/ in Behavioral / by Dennis Morton

“The three stages of a bull market: the first stage, when only a few unusually perceptive people believe things will get better, the second stage, when most investors realize that improvement is actually taking place, and the third stage, when everyone concludes things will get better forever.” Howard Marks, Mastering the Market Cycle The entire […]

Emerging From a Financial Crisis with No Regrets

/ in Behavioral / by Dennis Morton

We all feel caught off guard. The financial professional, the Do-It-Yourself investor, and the 401(k) participant three years from retiring. You might feel like only a few weeks ago you “coulda, woulda, shoulda” done something different with your investments. There is never enough safety when fear takes hold. If we had 10% in stocks a […]

How To Become a No-Conscience Investor

/ in Investing / by Dennis Morton

I watched a lot of high school basketball as a kid. On Friday nights and Sunday afternoons, my father would take me to gyms throughout Baltimore to watch up-and-coming players. In one game, I remember seeing a point guard miss his first dozen shots before taking over and scoring 20 points. My father’s comment was: “He has […]