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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 […] -
Staying on Your Financial Path
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, […] -
Our Two Cents on Bitcoin
Originally posted in February of 2021, this article has since been updated as of December, 2021. Let’s start out with a disclaimer: We do not consider ourselves experts on cryptocurrency (or blockchain technology). At the same time, it is our responsibility as advisors to understand enough to identify potential pitfalls and/or opportunities. So, we offer this […] -
Charitable Giving for The Whole Family
As we enter the season of giving, charitable giving is top of mind. I love this time of year. Everything seems to glow a bit brighter. While my runs turn colder, I enjoy seeing the seasons change. Watching as the lights go up in the Parkway and neighborhood houses are spruced up with festive decorations […] -
Veterans Day: Years After They Wore The Uniform
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 […] -
Facing a Stock Market Correction
What is a Market Correction? Market corrections are defined as the stock market or a specific index dropping in value between 10 to 20 percent. Once it drops below 20 percent, that’s when we would refer to it as a “bear market”. Market corrections are naturally occurring events when the market readjusts and rights itself. […] -
Organizing Your Finances
As the weather warms, it is hard not to think about all that spring can bring. It is also a popular time for “spring cleaning” as you open your windows and doors to refresh your home after a long winter. In this season of renewal, you may also look to spruce up your personal habits as well, including organizing your finances. Take Inventory Too many accounts […]
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