I am a planner by nature, which makes sense considering my choice of profession. In addition to planning for the financial lives of clients, though, I also make time to plan for the success of our business. My partner, Katie Brown, and I believe that the best advisors and firms are intentional about how they […]
In middle school, I took a class in home economics that taught me skills to run a household like a tight ship. I learned to sew (a sweatshirt) and cook (using baking soda when I should have used baking powder). My teacher, Mrs. Phelps, knew a lot about managing a high intensity household as her […]
Why would a financial advisor host a podcast about leadership? This year, I launched my new podcast called “Leading with Purpose”, where I interview leaders from different industries and backgrounds and help relate their experience to the financial decisions we all make. So, why does this matter for you as you plan and invest for […]
“Few if any of us have the courage to change from a finite mindset to a more infinite one alone. We must find others who share our sense of responsibility, who share our beliefs that it is time to change and who share our desire to work together to do it.” Courage. Responsibility. A shared […]
“I only write when inspiration strikes. Fortunately, it strikes at nine every morning.” -William Faulkner It is the one-year anniversary of my commitment to the most valuable professional habit benefitting clients: Writing. It took 15 years to figure out, but consistently writing and sharing may be the most important thing I do for our clients, […]
Have you ever seen the word ‘Emeritus’ after the name of a professional? Attorney, Emeritus. Shareholder, Emeritus. Professor, Emeritus. It means that this person has retired but maintains an honorary role based on their lifetime of accomplishments. One title you will rarely see: Financial Advisor, Emeritus. Why is that? Financial advisors are facing a retirement […]
We all have hobbies that are self-taught. Maybe for you it is cooking, or gardening, or carpentry. They are the skills we picked up by following our passions, maybe with some mentorship, but rarely with formal education. For me, guitar and golf are my self-taught hobbies, learned the hard way since my teenage years. Most […]
My house starts to go silent for a few hours this week. For the first time, all four of my kids will be in school. The oldest in eighth grade, the youngest in pre-school. It has been ‘all hands on deck’ for thirteen years, always having a baby or toddler in the house. As you might […]
I have heard finding community described any number of ways, but one my favorite descriptions is “Being part of a community means being a part of something greater than you. It’s about sharing, growing and opening up to who you are and what you believe in.” I believe our lives are filled with many different […]
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 […]