Blogs (view all)
Where Your Cash Should Live
A few months ago, I met with a couple who are about seven years from retirement. They’ve had strong careers,…
Roth Strategies for High Earners
For many successful savers, Roth accounts can feel out of reach. Income limits often prevent higher-earning households from contributing directly…
Tips for Setting New Year Financial Goals
The start of a new year naturally invites reflection. For many of us, the past year brought a mix of…
Firm News (view all)
Dennis Morton Featured in InvestmentNews on Leadership, Purpose, and the Future of Advice
Morton Brown Family Wealth Co-Founder and Senior Wealth Advisor Dennis Morton was featured in a recent InvestmentNews profile examining how…
Morton Brown Family Wealth Named to Newsweek’s America’s Top Financial Advisory Firms 2026
Morton Brown Family Wealth has been named to Newsweek’s America’s Top Financial Advisory Firms 2026, a national ranking that recognizes…
Dennis Morton Featured on Diamond Podcast for Financial Advisors
Dennis Morton was recently featured as a guest on the Diamond Podcast for Financial Advisors, hosted by Jason Diamond. In…
Podcasts (view all)
Stuck in financial paralysis?Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your...
Why do leaders make the best clients? In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance...
Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment...
It’s a real jungle out there. In this episode of Simply Why, Dennis Morton and Katie Brown reflect on Mark Hurley’s whitepaper “Welcome to the...
Does it sound familiar to have a financial plan in place, only to feel like you’re not making any progress toward your long-term goals? You’ve...
If you’re feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you...
Videos (view all)
Simply Why Podcast: Three Words 2026
In this episode of Simply Why, they …reflect on 2025’s words (bold, oxygen, and evolve) and share how those themes showed up in real ways, from team growth to technology upgrades to deeper client relationships. Listen in to hear their three words for 2026 and how they are taking shape for the year ahead.
Through stories about their team, a powerful client moment, musicians, and Olympic athletes, Dennis and Katie explore how alignment creates clarity — and how clarity creates confidence.
💡“The soft stuff is the hard stuff.” – Dennis Morton
If you’ve never tried choosing three words for your year, this episode may inspire you to start.
Key Moments:
00:00 – Looking back at 2025: Bold, Oxygen, Evolve
04:00 – How their team embodied all three words
07:00 – Introducing three words for 2026
09:00 – Lessons from musicians and Olympic athletes
13:45 – A client story about clarity and confidence
15:20 – Why “the soft stuff is the hard stuff”
16:15 – How to create your own three-word framework
🔗 Links & Resources
Learn more about Morton Brown Family Wealth: https://mortonbrownfw.com
Schedule a conversation: https://calendly.com/d/5gf-ryf-vq5
Listen on your favorite podcast app: https://simply-why.captivate.fm/listen
Important Disclosures: https://mortonbrownfw.com/important-disclosures/Show More
Simply Why Podcast: Three Words 2026
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