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Tips for Setting New Year Financial Goals
This past year may have left you with a feeling of uncertainty with markets in flux and rising inflation. As the year turns over, you may be forward to 2023 being a new year of stability, possibility, and new beginnings. Even more so than in years past. While this positive outlook is a good thing, […] -
Financial Decision Making and Sudden Wealth
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 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 […] -
5 Things To Expect from the Best Wealth Management Companies
Did you know that only 57% of adults in the United States are financially literate? The topic of finances is sensitive which is why it’s best to talk with professionals. Even if you consider yourself financially literate, give yourself peace of mind by handing off your finances to the best wealth management companies. Not sure what services […] -
Advisor Reflection – The Intersections of Life
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 […] -
Estate Planning Guide: Ten Simple Steps to Peace of Mind
If you’re like many people, one recent event made you rethink your approach to end-of-life decisions: the COVID-19 pandemic. One survey revealed that of the Americans with a will, around 26% got one because they were worried about the effects of the pandemic. Sitting down to plan your estate is never easy, particularly in times of stress. […] -
5 Types of Financial Risks and How to Avoid Them
Common financial actions such as buying a house or investing in the stock market involve certain levels of calculated risk. While these might be common instances of financial risks people are willing to take with careful planning involved, not everyone is comfortable with risky behavior. According to one study, just over 72% of adults in the U.S. […] -
Narrowing The Field of Personal Finances
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 […] -
Special Market Report: May 2022
Below is a special report on recent markets and events. We understand many of the headlines may cause concern and we want to assure you that Morton Brown Family Wealth is here to answer any questions you may have. The following bullet points will provide an overview of what is happening in the markets. Note: This report […] -
9 Advantages of Hiring a Financial Advisor
Did you know that the financial planning and advisory market is worth $59.2 billion in the US alone? This is not surprising as more people are genuinely concerned about their financial future. However, many people still don’t realize the importance of hiring a financial advisor. Handling financial matters can get complicated, especially as you approach important life […]
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