Morton Brown Family Wealth

In her latest Coffee with Katie episode, Katie Brown follows up on her previous video on life insurance by discussing the two primary types of life insurance - term insurance and permanent insurance - and the factors that go into determining its cost for you and your spouse. She also reviews the reasons to consider each one, as well as their key differences. https://youtu.be/k5bLNIhemsw

We consider estate planning to be an important piece of the financial planning puzzle. Understanding how you want your wealth to support your family and community helps us to advise you on the best ways to spend, save, and invest in your lifetime. https://www.mortonbrownfw.com/estate-planning/ #estateplanning #financialplanning #wealthmanagement

Please join us in thanking all of our moms for how they love and care for us. We celebrate you today on Mother's Day! We hope it's a special celebration just for you.

In this week's video, Dennis Morton and Katie Brown discuss the shift in recent investor focus from speculation, through trends like cryptocurrency, to financial planning as changes in tax law are front and center once again. They discuss how good investing shouldn't be based on hype or social media buzz, and instead should be deliberate and intentional. They also continue last week's conversation about the possible implications on changes to capital gains taxes based on the president's proposed tax plan, and who this change might impact the most. And finally they review proposed changes to the step-up in basis and the implications for estate planning. https://youtu.be/aXeqLQndqNU

In this Weekly Market Update, Dennis Morton and Cody Demmel discuss the first presidential address to Congress, his new plan's potential impact on capital gains taxes, and how it relates to investing and planning. They also talk about the shortages in the housing market, how the last housing crisis is creating the next one, and how investors should think about it. And finally, with the Academy Awards having just taken place, they share confessions on the big blockbuster movies they've never seen. https://youtu.be/UrxdmmWFse8

If you are nearing retirement you may be feeling unsure about what to do next. The uncertainty in the markets and the upcoming election have many on edge. Dennis Morton reminds us: "You may feel paralyzed and unsure today, but you do not need to make every decision at this moment." Read more about focusing on high value decisions: https://www.mortonbrownfw.com/high-value-decisions-when-ne/

We are proud to support Valley Youth House Setting the Stage campaign for 2020. The funds raised benefit life-changing programs and services provided to youth and families in our region. Kudos to their staff who have worked tirelessly to ensure services continued throughout the pandemic. https://www.valleyyouthhouse.org/setting-the-stage/

We are elated to announce our recognition as the Top Wealth Management Firm by Lehigh Valley Business! Thank you to our clients, community partners, employees, friends, and family for your support and encouragement. https://www.youtube.com/watch

Effective goal setting creates a stepladder that builds on the previous day's progress and keeps you moving closer to your ultimate goal. But some days getting up on that ladder is easier than others. Dennis Morton provides useful tips to start thinking about your financial goals for 2021.

"I know first-hand what it was like to not ask the right questions up front. When I proposed to my wife, we had yet to live in the same city, so we spent hours on the phone talking about everything. Except money." Dennis Morton shares a personal story and the importance of money conversations in marriage. https://www.mortonbrownfw.com/she-thought-i-was-broke-unti/

Our friend and industry leader, Steve Sanduski, recently featured an episode of Dennis Morton's "Leading with Purpose" on his podcast. Check out the episode here: https://stevesanduski.com/bonus-episode-dennis-morton/ on creating a leadership culture and empowering management teams.

We were happy to support the Minsi Trails Council at the Lehigh Valley Boy Scout Golf Classic, yesterday. As President-Elect, Dennis Morton was proud to represent the Council and our firm at the event.

Loving our new branded gear for fall! Thanks to D&J Sports Coopersburg for great quality and timely service.

Now, seven months into a pandemic, the economics of our homes are in sharp focus. Home economics is not about making more money. It is about trade-offs. Dennis Morton asks: How does the money you have support the best version of your life? https://www.mortonbrownfw.com/home-economics-and-financial/ #financialplanning #personalfinance

With Bill Belichick and Tom Brady playing on different teams, Dennis Morton asks: Can a player and their coach both be the greatest of all time? Coaching philosophies and game plans matter in the NFL and other pro sports. Investing philosophies and game plans also matter when building a portfolio. Dennis draws parallels between the two and what makes the greatest difference.

Today we celebrate two years of being in our office in Tower 6. From humble beginnings, we are proud to have this inspiring office space in which our team will continue to grow. Thanks to City Center Allentown, Corporate Environments - A One Point Company, Carol Koenig, Interior Designer, Mission Plant Co., Spillman Farmer Architects, and Serfass Construction Company for our beautiful space!

ICYMI: We hosted a live webinar on the financial and risk considerations of a home renovation. Katie Brown provides a sneak peek at a powerful financial planning tool we use for our clients. Thanks to our friends at HMK Insurance for joining in on the discussion. Watch the recording here: https://youtu.be/VPzPzpx6sNQ

Dennis Morton is in on a mission to help you become a better leader of your family's finances. With his new podcast, "Leading with Purpose", Dennis wants to inspire you to make confident decisions, ask better questions, and be purposeful in your journey to financial freedom.