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Thoughts on Target Date Funds
The Wall Street Journal ran a feature recently on the popular target date funds that are often found as an investment option inside of retirement plans. These funds are designed to manage risk based on the age that investor plans to retire, typically in five year increments (2020, 2025, etc.). The use of these funds has […] -
One Year Anniversary
Morton Brown Family Wealth has crossed the milestone of one year since our founding. Katie and I continue to be overwhelmed with gratitude. We are thankful for the trust of the families whom we serve, the team who has embraced our vision, and all of the family and friends who give loving support for the […] -
A Little Fear Goes a Long Way
In March, the actor Luke Perry passed away at the young age of 52 from a stroke. Shortly after his death, I read an article in Forbes describing how Perry was prompted to draft a Will just a few years ago after a cancer scare. With a full slate of recent celebrity deaths that highlight poor […] -
Family Business Decision Making
I had the opportunity to write for the most recent edition of Family Business Magazine on how financial planning for each member of a family business can help bring clarity to strategic decisions. Clarity on the personal impact of decisions is critical for closely held businesses. Developing Confidence and Clarity in Family Business Decision Making […] -
Making Decisions Based on Past Performance
The first decade of the 21st century has been called a “Lost Decade” for investors. During that time, the U.S. stock market went through two bear markets before ending up flat for a ten-year period. This month marks the anniversary of a robust rebound. A regression to the mean known as a “Found Decade.” In […] -
Why Should I Invest In That?
If we were to take a year-end snapshot of the performance of all types of investments (stocks, bonds, real estate, cash), there would always be an array of winners and losers. Sometimes stocks will outperform bonds by a wide margin, but the opposite has also been true. The dangerous part about looking at such a […] -
What Is A Financial Advisor?
It should be clear, but it isn’t. When I attend networking events, it seems that everyone has “Financial Advisor” written somewhere on their business card. Why? Because, as Willie Sutton supposedly said about why he robbed banks, “That’s where the money is.” There is a false equivalence, though. A belief that because we all call ourselves something that we are […] -
Hedge Funds vs The Patience to Get Rich Slowly
Bloomberg featured a research report on why hedge funds continue to attract investors despite lackluster performance. Because of their complexity and secrecy, hedge funds have an attraction that appeals to our illusion of control. We don’t want to believe that investing is as simple as having low-cost, broad exposure to a lot of different assets. […] -
How Life Took Me By Surprise
Planning for your future may feel abstract because no one truly knows what will happen and when. We do our best to prepare or at least be aware of the expected and identify potential risks. But how well prepared are we for the unexpected? What happens when life throws you a curve ball? In 2018, […]
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