I just bought my first new car in 10 years. It wasn’t supposed to happen this way—I had planned for a deliberate purchase in 2025. But plans don’t always unfold as expected. For months, my Grand Cherokee had been showing signs of age. The windshield wiper sensors were glitchy, the transmission was fading, and the […]
As pitchers and catchers report for spring training, I am reminded of my career as a third-string catcher and the lessons learned along the way. The call came on a Spring Saturday afternoon when I was 13 years old. I had tried out for my first travel baseball team, and the coach of the Harford […]
Dear Reader, The first dramatic pivot of my career happened in the summer before my senior year of college, in the rain, staring at a military tank. I was at Ft. Lewis, WA attending a four-week-long ROTC training with a thousand other cadets. It was branch orientation day, where all the branches of the Army […]
Men are struggling. The narrative is everywhere. It includes how it shows up at work (via distraction, withdrawal, etc.), the lack of emotional intimacy in friendships, and the struggle to ask for help. It is hard to remember a time when the words “aggressive balance” were more applicable than over the last few years. It […]
Before I was fired from Wall Street, I wrote a business plan detailing how I would develop client relationships and bring revenue to the brokerage firm looking to hire me. I called it the “Morton Wealth Management Business Plan”. It confused the branch manager who reminded me that I was working for Smith Barney, not […]
We’ve all heard the saying that luck is what happens when opportunity meets preparation. I have found in both my life and my career that amazing things happen when VISION meets preparation. In life, marriage, and business, there are no smooth rides. But it is possible to build a mindset rooted in optimism and confidence that helps […]
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 […]
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 […]
…The most optimistic psychology is always applied when things are thought to be going well, compounding and exaggerating the positives, and the most depressed psychology is applied when things are going poorly, compounding the negatives. This guarantees that extreme highs and lows will always be the eventual result in cycles, not the exception. We have […]
It started as a sneaking suspicion. Then it became a wistful conversation with your spouse on a long, tropical vacation. Now, you think it might be time to get serious about it. It’s time to sell your business. Who do you call first? A new financial advisor. The Epiphany “I have four advisors but I need […]