Quarterly Market Recap Events

Market Recap Webinars

Bringing clarity to financial headlines—when it matters most.

In a world of nonstop news and noise, understanding what’s really driving the markets can be challenging. That’s why we host live 30-minute sessions designed to put recent market activity into context and connect it back to financial planning best practices.

Our team of advisors reviews trends and shares insights, helping you stay grounded and focused on what matters most.

Next Live Session

📅 Date: Tuesday, April 22
🕒 Time: 8:30 AM EST
📍 Location: Join the Session
📝 Register Here: Click to Register

Feeling uneasy about the markets? You’re not alone—and you’re not without support. In this live advisor conversation, we’ll walk through what happened in the first quarter and offer perspective on what really matters when discomfort sets in.

We’ll also explore practical planning insights to help keep your long-term strategy on track—no matter the headlines.

What You Can Expect

  • 30-minute live session: Get valuable perspective without a major time commitment.
  • Free and anonymous: No camera or microphone is required.
  • Live Q&A: Use the chat box to ask questions or share thoughts with our advisors.

Why Attend?

These conversations are built for investors who want to:

  • Understand what’s driving the markets—without the jargon
  • Stay level-headed through market ups and downs
  • Leave with practical planning ideas to consider

Whether you’re navigating retirement planning, managing risk, or simply trying to cut through the noise, these sessions are designed to support your long-term financial confidence.

Morton Brown Family Wealth LLC is a registered investment adviser. This information is not provided as legal or tax advice but for information purposes only. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and therefore can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown Family Wealth (“Morton Brown”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown. Please remember to contact Morton Brown, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Morton Brown shall continue to rely on the accuracy of the information that you have provided. Morton Brown is neither a law firm, nor a certified public accounting firm, and no portion of the content should be construed as legal or accounting advice. A copy of Morton Brown’s current written disclosure Brochure discussing our advisory services and fees continues to remain available on our disclosures webpage. Please Note: Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.