Videos

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.

Quarterly Market Recap: January 2026

This recording captures our Quarterly Market Recap from January 29, 2026. In this 30-minute live conversation, we explored how a strong global market environment can still feel uneasy beneath the …surface, and why preparation, not prediction, remains essential as change continues to unfold.

🎙️ 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

Now Playing

Quarterly Market Recap: January 2026

This recording captures our Quarterly Market Recap from January 29, …

This recording captures our Quarterly Market Recap from January 29, 2026. In this 30-minute live conversation, we explored how a strong global market environment can still feel uneasy beneath the …surface, and why preparation, not prediction, remains essential as change continues to unfold.

🎙️ 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

Now Playing

2025 Thanksgiving Message from Morton Brown Family Wealth

As we enter this season of gratitude, Katie and Dennis share …

As we enter this season of gratitude, Katie and Dennis share reflections on the people, relationships, and moments that shaped our year. From welcoming new families to deepening long-standing connections, …this year has reminded our team how meaningful it is to serve a community we care so much about.

Thank you for being part of the Morton Brown community. From our families to yours, we wish you a warm, joyful, and meaningful Thanksgiving.

Happy Thanksgiving!Show More

Now Playing

Simply Why Podcast: Embracing Goodness

When everything seems to be at an all-time high—stocks, housing, gold, …

When everything seems to be at an all-time high—stocks, housing, gold, and even money market balances—it’s easy to wonder: are these the good old days?

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

Now Playing

2025 Appreciation Event Video

Dennis Morton and Katie Brown share a special message with our clients …

Dennis Morton and Katie Brown share a special message with our clients on the eve of our 2025 Annual Appreciation Event hosted at the Historic Hotel Bethlehem.

Now Playing

Morton Brown Family Wealth | IN Awards Feature 2025

Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little …

Step right up! 🎪 At the 2025 InvestmentNews Awards, we had a little fun with a circus theme to share our story. Just like the circus, building a financial planning …firm takes balance, discipline, creativity, and a team working together behind the scenes.

At Morton Brown Family Wealth, we believe in reimagining the client experience — simplifying complexity so families can thrive with confidence. This video is a lighthearted glimpse into our culture and the values that guide us as we serve our clients and community.

✨ Thank you to InvestmentNews for the recognition, and to our team, clients, and community for being part of this incredible journey.

A special shout-out to The Moxy Allentown for bringing our circus theme to life and making the video such a memorable experience. 🎟

🔹 Learn more: https://mortonbrownfw.com/
🔹 Follow us on LinkedIn: https://www.linkedin.com/company/morton-brown-family-wealth/

Important Disclosures:
Morton Brown Family Wealth was named RIA Team of the Year (Under 10 Advisors) by InvestmentNews. Dennis Morton was also named 2025 Advisor of the Year (Regional – Northeast) by InvestmentNews. Awardees for both recognitions were announced on April 29, 2025, and the category winners were announced on June 24, 2025. Morton Brown and Dennis Morton were both nominated by third parties and did not pay any compensation to be considered for this award. Methodology and eligibility information can be found at https://investmentnewsawards.com/process/.Show More

Now Playing

Quarterly Market Recap: July 2025

This recording captures our Quarterly Market Recap from Tuesday, July …

This recording captures our Quarterly Market Recap from Tuesday, July 23, 2025. In this 30-minute session, we explored how resilience—not prediction—is the foundation for long-term financial confidence in a market …that continues to test investors’ resolve.

🎙️ In this 30-minute conversation:
– Katie Brown, Sean Roth, and Cody Demmel unpack Q2 market swings and policy developments
– We highlight how quickly markets recovered from April’s lows and why staying invested mattered
– We explore the real-world implications of tariffs on inflation, Fed decisions, and corporate behavior
– We examine how fixed income is delivering near stock-like returns, and why that matters now
– We revisit the importance of diversification, especially with international and sector performance shifts

📊 Key Takeaways:
– Resilience is about staying grounded when volatility hits
– A solid plan helps you move with intention, not impulse
– Diversification, patience, and discipline continue to pay off

⏯️ Watch the full conversation to gain perspective, feel reassured, and stay focused on what matters most in your financial journey.

📩 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/
Sean Roth on LinkedIn – https://www.linkedin.com/in/sean-a-roth/

👀 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

Now Playing

Markets and Mindsets | Intentional Wealth Update

What does it really feel like to be a financial advisor during times …

What does it really feel like to be a financial advisor during times of market turmoil?

In this candid conversation, Dennis Morton and Katie Brown of Morton Brown Family Wealth pull …back the curtain on the emotional side of advising. They share how they personally navigate uncertainty, what client conversations reveal during volatile times, and how the weight of responsibility can both challenge and strengthen them.

💬 Hear how:

• Fear and anxiety show up for both advisors and clients
• Rapid market shifts trigger hypervigilance and a need for clarity
• Advisors manage their own mindset so they can better support others
• Simplicity in planning becomes an anchor during complexity

If you’re feeling unsettled or unsure, know that you’re not alone—and that leaning on your advisor isn’t a burden; it’s the purpose of the relationship.

📩 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

Now Playing

Expectations and Volatility | Intentional Wealth Update

In this video, Dennis and Katie sit down to unpack how expectations …

In this video, Dennis and Katie sit down to unpack how expectations shape investor sentiment—and how quickly that sentiment can swing. From market headlines to interest rates, they explore the …many forces that influence stock performance and why it’s so important to stay grounded when things feel uncertain.

You’ll hear them break down:

❓Why stocks really go down (hint: it’s not just the news cycle)
❓How expectations are built into fundamentals like P/E ratios
❓The role of bonds in providing stability during turbulent markets
❓Why diversification and rebalancing still matter—especially now
❓How to view long-term performance, even in the face of short-term pullbacks

Whether you’re nearing retirement or still in the accumulation phase, this conversation helps reframe fear into perspective—offering a reminder that volatility is not the enemy but part of a functioning market.

Have questions about your own portfolio? Dennis and Katie encourage you to reach out and talk through it. Sometimes, a fresh perspective makes all the difference.

📩 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

Now Playing

Finding Certainty in an Uncertain World | Intentional Wealth Update

Uncertainty is a given in life—so why do we expect certainty when it …

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