Simply Why Morton Brown Family Wealth

What's the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn't just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor Alpha study, as well as the challenges faced during market downturns.
The portfolio that works best is the one that you can stick with. - Meb FaberClick here to listen on your favorite podcast app.
Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
Reference Links:Collaboration with Shaping Wealth
Vanguard Advisor Alpha Study

According to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred proper planning, emphasizing that it's not too late to salvage your financial future.
The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. - Dennis MortonClick here to listen on your favorite podcast app.
Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
Reference Links:Fidelity's 2024 Financial Resolutions Report

A stubborn ego can cloud one's judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the importance of recognizing ego biases to make more rational and balanced financial and investing decisions.
The ego wants to be a winner, wants to be on top, wants to be better, the best, and winning. But I think the better thing to focus on is your potential. - Dennis MortonClick here to listen on your favorite podcast app.
Connect with Katie & Dennis:
Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
Reference Links:
Number Go Up: Inside Crypto's Wild Rise and Staggering Fall by Zeke Faux
Sam Bankman-Fried Quoted on Sequoia Capital's site (since been scrubbed)

Dive into this captivating conversation where Dennis and Katie reveal the simple three-word strategy that has helped drive their business growth for the past five years. Learn how you can use this simple exercise to integrate your core values into daily decision-making for a purpose-driven and meaningful life.
Essentially boiling down to three words that we can hold out there for the year that keep us inspired, excited, and help to point toward that true north. - Katie BrownConnect with Katie & Dennis:
Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

The last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what they've learned over the last four years that they think will make them and their clients better investors in the future.
Connect with Katie & Dennis:
Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

Looking forward to a new year, Dennis and Katie describe how they've structured this into an annual activity with their team and how it could translate into a powerful tool for couples and families planning for the year ahead. With thought-provoking and sometimes challenging prompts, the Looking Back/Looking Forward exercise provides a framework for reflection and prioritizing actions that will make the most meaningful impact.
Looking Back/Forward Exercise: https://www.mortonbrownfw.com/wp-content/uploads/2024/01/MBFW-Looking-Back-Exercise.pdf
Connect with Katie & Dennis:
Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/