# Morton Brown

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Early retirement

Have you considered early retirement? In this week's Intentional Wealth Update, our advisors discuss real-life case studies of people who have chosen to retire early. Dennis, Katie, and Cody highlight the popular considerations for early retirement and important financial factors that could be over…

Player Contracts and Career Decisions

Teams are signing players like Shohei Ohtani to long-term contracts nearing the $1B mark. But what's the impact of these mind-boggling deals? And how does it tie into investing strategies? Stay tuned to uncover the surprising correlation between sports contracts and market dynamics and why it matte…

March Madness and Quarterly Performance

If you're feeling frustrated with the unpredictability of the stock market and unsure about the impact of potential interest rate cuts, then you are not alone! It's like trying to predict the outcome of the NCAA national championship with constantly changing rules and players. In this episode: Eng…

Bracket Busters and Balanced Portfolios

Does watching NCAA basketball and rooting for the underdogs sound familiar? Have you ever been told that picking underdog stocks is the way to achieve financial success, only to end up feeling the pain of disappointment? If you've ever experienced the thrill of rooting for the unexpected in sports,…

Hot Streaks and Hot Markets

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 probably been told to save money and invest, but the lack of results leaves you feeling frustrated and stuck. Hot streaks are exciting. Hot markets are enco…

Caitlin Clark Effect and Economic Indicators

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 are not alone! You might be trying to keep up with the latest economic indicators and interest rate forecasts, only to find…

Declines and Comebacks

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 of your team's performance mirrors the worry of seeing your investment portfolio fluctuate with the market. It's time to turn this around and find a strategy th…

Morton Brown: Fueling Organic RIA Growth Through Client-Centric Advice

Dennis Morton and Katie Brown discuss how a focus on excellence, client service, and embracing change can spark dynamic growth and reinvigorate your advisory practice. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and …

Building for Continuity: Leadership Lessons from the Battlefield to the Firm

With Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth Overview For Dennis Morton, succession isn’t a future problem, it’s a leadership obligation. Drawing on his experience as an Army platoon leader and co-founder of an independent fi…

Measuring Up

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 …