-
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, […] -
Calculating Your Return On Life
So often our money conversations are black and white. How much do I have? Are my investments up or down? Do I have enough? But, enough for what? As financial advisors, we often challenge the traditional money conversation. We help to expand it beyond thinking in terms of return on investment, rather encouraging our clients […] -
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 […] -
Home Bias and Portfolio Risk
Successful wealth management requires us to construct diverse investment portfolios made up of different asset classes, including stocks. In choosing our investments we often have biases that unknowingly create challenges as market cycles change. For many investors, what they know best are the stocks of their own country. They often ignore the opportunities that exist […]
CATEGORIES
- Firm News (15)
- In the Community (1)