Blogs (view all)
Tips for Setting New Year Financial Goals
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A Practical Guide to Long-Term Care Planning
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Firm News (view all)
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…
Quarterly Market Recap Events
Market Recap Webinars Bringing clarity to financial headlines when it matters most. In a world of nonstop news and noise,…
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)
Quarterly Market Recap: January 2026
🎙️ In this conversation:
– Dennis Morton, Katie Brown, and Cody Demmel discuss what it means to stay invested when leadership in markets is shifting
– We reflect on key lessons markets reinforced in 2025, including why winners don’t stay on top and why diversification often feels uncomfortable before it feels rewarding
– We break down recent economic data, including inflation, GDP growth, unemployment, and Federal Reserve policy decisions
– We examine why international markets outperformed U.S. markets in 2025 and what that rotation may signal going forward
– We revisit the role bonds played in providing stability during periods of equity volatility
– We explore why market forecasts often miss the mark and what matters more than getting predictions “right”
📊 Key Takeaways:
– Change is constant, but perspective helps investors stay grounded
– Diversification works over time, even when leadership rotates
– Volatility is normal—and planning helps you manage through it
– Confidence comes from discipline, not reacting to headlines
⏯️ Watch the full conversation to gain perspective, stay intentional, and refocus on what you can control as markets (and life) continue to evolve.
📩 Subscribe Now:
YouTube – https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email – https://www.mortonbrownfw.com/subscribe/
🤝 Connect with us:
Dennis Morton on LinkedIn – https://www.linkedin.com/in/dennis-morton-jr/
Kathryn Brown on LinkedIn – https://www.linkedin.com/in/kathryn-m-brown/
Cody Demmel on LinkedIn – https://www.linkedin.com/in/codydemmel/
👀 Follow us:
LinkedIn – https://www.linkedin.com/company/morton-brown-family-wealth
Facebook – https://www.facebook.com/mortonbrownfw/
Instagram – https://www.instagram.com/mortonbrownfw/
Twitter – https://twitter.com/MortonBrownFW
⚠ Important Disclosures – https://www.mortonbrownfw.com/important-disclosures/Show More
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