Blogs (view all)
Thoughts on Target Date Funds
Target date mutual funds are designed to manage risk based on the age at which an investor plans to retire,…
What the One Big Beautiful Bill Means for Your Financial Plan
On July 4th, a major piece of tax legislation was signed into law. While not every provision of the One…
Insurance Coverage Basics: Protecting What Matters Most
When it comes to financial planning, insurance often gets overlooked. But having the right coverage in place is one of…
Firm News (view all)
Morton Brown Celebrates Alison Ehret’s Promotion to Associate Wealth Advisor
Morton Brown Family Wealth is pleased to announce that Alison Ehret has been promoted to Associate Wealth Advisor. Ali joined…
Katie Brown Invited to Speak at Pennsylvania RIA Summit
Kathryn Brown, Co-Founder and Senior Wealth Advisor, recently participated in the Pennsylvania RIA Summit, hosted by Portfolio Summits at The…
Dennis Morton Featured on The Alternative Mason Podcast
Dennis Morton was recently invited to join The Alternative Mason podcast, where he shared his path into the financial profession…
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: Embracing Goodness
In this episode of the Simply …Why Podcast, Dennis Morton and Katie Brown explore how investors can recognize moments of strength, make confident decisions, and embrace the goodness of the present instead of waiting for “someday.”
They share insights from recent client conversations, discuss why optimism and planning go hand in hand, and explain how redefining “enough” can help families live and give with greater purpose.
Watch to learn:
00:01 – Are we living in the good old days?
00:03 – Why optimism and fear often coexist
00:06 – Couples, confidence, and “enough”
00:10 – How to plan from a position of strength
00:15 – The firm’s own 10-year reflection
00:17 – Practical ways to make the most of right now
💡 “Regardless of what I think is going to happen tomorrow, recognizing where we’re at today, let’s make the best of it.” – Katie Brown
🔗 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: Embracing Goodness
When everything seems to be at an all-time high—stocks, housing, gold, …
2025 Appreciation Event Video
Dennis Morton and Katie Brown share a special message with our clients …
Morton Brown Family Wealth | IN Awards Feature 2025
Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little …
Quarterly Market Recap: July 2025
This recording captures our Quarterly Market Recap from Tuesday, July …
Markets and Mindsets | Intentional Wealth Update
What does it really feel like to be a financial advisor during times …
Expectations and Volatility | Intentional Wealth Update
In this video, Dennis and Katie sit down to unpack how expectations …