This blog does not constitute tax advice. Consult with your tax professional and investment adviser about your specific circumstances. No one enjoys opening their investment account and seeing red. When markets decline, it’s natural to focus on what your investments have lost. But sometimes, those temporary declines can create opportunities that aren’t immediately obvious. One […]
In 2026, I find myself struggling with what to say. I was about to write about having writer’s block, but that’s not quite true. I have been writing; I just haven’t been publishing. A lot has happened in the first three months of this year, but rather than having an opinion on every story, I’ve […]
Target date mutual funds are designed to manage risk based on the age at which an investor plans to retire, typically in five-year increments (2025, 2030, etc.). Their use has grown rapidly over the last decade, in part because they became the default investment choice for many retirement plans. This shift was meant to keep […]
Market Turbulence and Risk Investors often confuse market turbulence or volatility with risk. The unpredictable ups and downs of the market can be stomach-churning. But that isn’t actual risk. The real risk is the possibility that, in a volatile and confusing situation, you make an emotional decision that puts your financial security in jeopardy. Someone […]
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 […]
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 […]
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 […]
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, […]
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 […]
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. […]