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At Morton Brown Family Wealth, we believe that education fosters confidence. By providing financial insight in a language our clients understand, we partner with families achieve their financial goals. Our advisors also collaborate with other professionals to provide engaging and informative content.

Finding Certainty in an Uncertain World | Intentional Wealth Update

Uncertainty is a given in life—so why do we expect certainty when it comes to finances?

In this Intentional Wealth Update, Dennis Morton and Katie Brown discuss the mistakes people make ...when navigating uncertain times, why emotions often drive financial decisions, and how to approach uncertainty with more confidence.

Topics Covered:
✔️ Why we seek financial certainty when life is always uncertain
✔️ The disconnect between how we feel and what’s actually happening
✔️ Common reactions: fight, flight, or freeze—and how they impact your money
✔️ Why “What if I just…?” can be a risky mindset
✔️ A three-question framework to help you pause before making big decisions

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🤝 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/

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⚠ Important Disclosures - https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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Finding Certainty in an Uncertain World | Intentional Wealth Update

Uncertainty is a given in life—so why do we expect certainty when it comes to finances? In this Intentional Wealth Update, Dennis Morton and ...

Uncertainty is a given in life—so why do we expect certainty when it comes to finances?

In this Intentional Wealth Update, Dennis Morton and Katie Brown discuss the mistakes people make ...when navigating uncertain times, why emotions often drive financial decisions, and how to approach uncertainty with more confidence.

Topics Covered:
✔️ Why we seek financial certainty when life is always uncertain
✔️ The disconnect between how we feel and what’s actually happening
✔️ Common reactions: fight, flight, or freeze—and how they impact your money
✔️ Why “What if I just…?” can be a risky mindset
✔️ A three-question framework to help you pause before making big decisions

📩 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/

👀 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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2024 Thanksgiving Message

This Thanksgiving, we pause to say thank you to our incredible clients and dedicated team for a truly wonderful year. In this season of ...

This Thanksgiving, we pause to say thank you to our incredible clients and dedicated team for a truly wonderful year.

In this season of gratitude, we suggest reflecting on what ...brought you joy and fulfillment over the past year. By cherishing those moments, you can thoughtfully guide where you invest your time, energy, and resources for the year ahead.

Wishing you and your loved ones a holiday filled with warmth, gratitude, and purpose.[+] Show More

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2024 Appreciation Event

Dennis Morton and Katie Brown share a special message with our clients on the eve of our 2024 Annual Appreciation Event. Be sure to watch until ...

Dennis Morton and Katie Brown share a special message with our clients on the eve of our 2024 Annual Appreciation Event. Be sure to watch until the end for an ...exciting reveal![+] Show More

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Success in Retirement - Intentional Wealth Update

Katie and Dennis explore the "softer" side of retirement. It's the mastery in these particular areas where they see the most success in ...

Katie and Dennis explore the "softer" side of retirement. It's the mastery in these particular areas where they see the most success in retirement. *Hint: It has nothing to do ...with the numbers!

Relevant Links:
Article from The Street - https://www.thestreet.com/retirement-daily/planning-living-retirement/tips-for-the-softer-side-of-retirement-planning
Association of Financial Counselors - https://www.afcpe.org/news-and-publications/the-standard/2015-1/retirement-today-a-non-financial-perspective/

If you wish to submit questions for Dennis and Katie to address in their next video, email us at [email protected].

📩 Subscribe Now:
YouTube - https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email Newsletters - 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/

👀 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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Making Sense of the Markets - Intentional Wealth Update

Having trouble making sense of the markets? Dennis and Katie discuss three charts that can help in any type of market environment. Using ...

Having trouble making sense of the markets? Dennis and Katie discuss three charts that can help in any type of market environment. Using historical data going back decades, they show ...why investor questions pertaining to predictions, timing, and impending recessions aren't productive in a market that historically has yielded positive results over the long term.

If you wish to submit questions for Dennis and Katie to address in their next video, email us at [email protected].

📩 Subscribe Now:
YouTube - https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email Newsletters - 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/

👀 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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Baseball and Finance - Intentional Wealth Update

What do baseball and finance have in common? Dennis and Cody have some fun this week comparing one of their favorite sports to their profession. ...

What do baseball and finance have in common? Dennis and Cody have some fun this week comparing one of their favorite sports to their profession. Discover what they would change ...about the "game" of finance and their hopes for the remainder of the 2023 season.

If you wish to submit questions for Dennis and Cody to address in their next video, email us at [email protected].

📩 Subscribe Now:
YouTube - https://www.youtube.com/c/mortonbrownfamilywealth?sub_confirmation=1
Email Newsletters - https://www.mortonbrownfw.com/subscribe/

🗣 Connect with us:
Dennis Morton on LinkedIn - https://www.linkedin.com/in/dennis-morton-jr/
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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