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Blogs (view all)

Finding Opportunity in Market Declines: Understanding Tax-Loss Harvesting

Posted on November 12, 2026

This blog does not constitute tax advice. Consult with your tax professional and investment adviser about your specific circumstances. No…

Planning for Tomorrow Without Missing Today

Posted on November 3, 2026

Posted in Planning Essentials

After more than 20 years as a financial advisor, I’ve had countless conversations about stocks, interest rates, portfolio performance, and…

Firm News (view all)

Quarterly Market Recap Events

Posted on September 24, 2026

Market Recap Webinars Bringing clarity to financial headlines when it matters most. In a world of nonstop news and noise,…

Kathryn Brown Recognized in 2026 LVB 300

Posted on August 7, 2026

Morton Brown Family Wealth is pleased to announce that Co-Founder and Senior Wealth Advisor Kathryn Brown was recognized in the…

Morton Brown Family Wealth Welcomes Tia Toppin as Client Experience Associate

Posted on July 31, 2026

Morton Brown Family Wealth is pleased to welcome Tia Toppin as Client Experience Associate, further strengthening the firm’s commitment to…

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...

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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...

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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...

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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...

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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...

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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...

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Videos (view all)

Quarterly Market Recap: October 2026

Sometimes, the hardest part of investing is waiting. Waiting for markets to move, interest rates to change, or the right moment to act. But what happens when waiting gets in …the way of making progress?

In this Quarterly Market Recap, Dennis Morton, Katie Brown, and Cody Demmel explore the story behind the third quarter of 2026 and why patience and inaction aren’t always the same thing. From rising bond yields and persistent inflation to the rapid growth of artificial intelligence (AI) investment and shifting stock market leadership, they discuss what these developments mean for long-term investors and the importance of staying committed to a financial plan.

🎙️ In this conversation:

– Global stock and bond market performance during the third quarter of 2026
– Rising Treasury yields, inflation, and the outlook for fixed-income investments
– Why higher interest rates can create opportunities despite short-term bond market declines
– The growing scale of AI investment and comparisons to the dot-com bubble
– Shifting stock market leadership and the benefits of global diversification
– Why portfolio rebalancing and disciplined financial planning matter during uncertain markets

📊 Key Takeaways:

– Patience is an important part of investing, but waiting for the perfect moment can keep you from making progress toward your goals.
– Rising bond yields may create challenges for current bond prices while improving long-term income opportunities.
– Market performance extends beyond the largest U.S. technology companies, reinforcing the value of a diversified portfolio.
– AI investment continues to grow rapidly, making earnings, valuations, and how companies fund that growth important factors to watch.
– A thoughtful financial plan, regular rebalancing, and a focus on what you can control can help keep short-term market movements in perspective.

Markets don’t always move at the pace we’d like. Sometimes progress is easy to see, and other times it requires patience. The key is knowing when to wait, when to act, and how to keep your long-term goals at the center of your decisions.

If you’d like to learn more about our approach to investing and financial planning, we’d love to connect.

📩 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

Quarterly Market Recap: October 2026

Sometimes, the hardest part of investing is waiting. Waiting for …

Simply Why Podcast: Measuring Up

This episode of the Simply Why Podcast explores what it really means …

This episode of the Simply Why Podcast explores what it really means for a financial advisory firm to be healthy and growing. Dennis and Katie take listeners behind the numbers …of the annual Schwab RIA Benchmarking Study and discuss why growth alone doesn’t tell the whole story.

Using Morton Brown Family Wealth’s results as a starting point, they look at the relationship between growth, staffing, client capacity, profitability, and reinvestment. They also explain why measuring against similar firms can help reveal whether an advisory business has the people and resources needed to support its clients as it grows.

Dennis and Katie reflect on lessons from building Morton Brown over the past eight years, their commitment to independence, and why good planning, whether for a business or a family, is never really finished. It requires looking beyond a single number, measuring what matters, and continuing to adjust along the way.

🎙️ In this conversation:
– Dennis and Katie explain how the Schwab RIA Benchmarking Study provides a broader view of an advisory firm’s health
– They discuss why growth and client capacity need to be considered together
– They explore how staffing, technology, and reinvestment can shape the client experience
– They share why continued growth creates opportunities for learning and development across a team
– They discuss industry consolidation and Morton Brown’s commitment to remaining independent
– They reflect on the similarities between building a healthy business and creating a financial plan for the future

💡 “How does it show up for the client? Are we delivering on our promises?” – Katie Brown

📌 Key Moments:
00:00 – Competition, scoreboards, and knowing what you’re measuring
03:00 – An early lesson that still shapes Morton Brown today
04:15 – What the Schwab RIA Benchmarking Study measures
07:25 – Why the size of an advisory firm doesn’t tell the whole story
08:20 – Looking at five-year growth
09:50 – Why client capacity matters alongside growth
11:15 – How growth creates opportunities for learning
12:20 – Profitability, reinvestment, and business health
15:25 – Planning for the long term
17:45 – Why one number shouldn’t define success
19:05 – Mergers, acquisitions, and independent advisory firms
21:05 – Looking ahead to Morton Brown’s next stage of growth
21:55 – Katie shares Morton Brown’s perspective with Schwab

🔗 Links & Resources
Explore the Schwab RIA Benchmarking Study: https://advisorservices.schwab.com/resource/ria-benchmarking-study-insights-2026
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

Quarterly Market Recap: July 2026

Every quarter tells a story. The headlines may grab our attention, but …

Every quarter tells a story. The headlines may grab our attention, but they rarely tell the whole one.

In this Quarterly Market Recap, Dennis Morton and Katie Brown look beyond the …headlines to explore what was really driving markets during the second quarter of 2026. From shifting market leadership and renewed IPO excitement to changing interest rate expectations and resilient global markets, they connect the events of the quarter to the principles of long-term investing.

🎙️ In this conversation:
– Global stock and bond market performance during the second quarter
– The disconnect between market returns and consumer sentiment
– Interest rates, inflation, and what changing expectations mean for investors
– The resurgence of IPOs and why excitement doesn’t always equal opportunity
– Why small-cap and emerging market stocks have quietly led performance
– How portfolio construction and diversification help investors navigate uncertainty

📊 Key Takeaways:
– Every market tells a story, but the headlines rarely tell the whole one.
– Market leadership can change quickly, making diversification more valuable than prediction.
– Patient, disciplined investing has continued to reward long-term investors despite uncertainty.
– The best investment decisions are often the ones that avoid chasing the latest “shiny object.”
– A thoughtful financial plan provides context for market movements and helps investors stay focused on what matters most.

The story of the market is rarely about one company, one headline, or one quarter. It’s about understanding the bigger picture and making decisions that align with your long-term goals.

If you’d like to learn more about our approach to investing and financial planning, we’d love to connect.

📩 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

Simply Why Podcast: Warning Signs

This episode of the Simply Why Podcast explores a growing shift …

This episode of the Simply Why Podcast explores a growing shift happening across professional services and the financial industry. Dennis and Katie discuss the convergence of private equity, artificial intelligence, …staffing shortages, and succession planning, and why those forces may quietly be impacting the client experience more than people realize.

Through candid stories and real-world examples, they unpack what can happen when efficiency becomes the priority over relationships, accountability, and thoughtful guidance. They also share why independence, intentional growth, and human connection remain central to how they lead Morton Brown Family Wealth.

🎙️ In this conversation:
– Dennis and Katie discuss why mergers, acquisitions, and succession planning are accelerating across professional services
– They explore how private equity and technology adoption may be reshaping the client experience
– They reflect on why accountability and proactive guidance matter more than ever
– They share examples of how technology can enhance service when layered onto strong processes and people
– They explain why independence allows them to stay aligned with the best interests of clients and team members
– They discuss the importance of building a business intentionally rather than relying on shortcuts

💡 “It’s important for individuals to not just accept when something does not meet a standard.” – Katie Brown

📌 Key Moments:
00:00 – Why succession planning conversations are everywhere
03:00 – The rise of private equity in professional services
05:40 – How clients begin to feel the impact of consolidation
09:20 – Can AI solve the problem?
12:20 – A real-world story about trusting technology too much
15:00 – How clients can recognize when something feels off
18:40 – Why accountability and standards matter
20:00 – What independence means to Dennis and Katie
21:00 – Using technology to enhance, not replace, relationships

🔗 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

Each year, Dennis and Katie choose three words to guide their …

What Dynasties Teach Us About Patience in Investing

Olympians train for four years for one race. Championship teams build …