Intentional Wealth Update with Morton Brown Family Wealth

Retirement planning and finding fulfillment

In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle. As mentioned, Katie Brown is pursuing her designation as a Chartered Advisor in Philanthropy® (CAP®). This designation provides a common body of knowledge and a shared credential to professionals assisting families who desire to integrate charitable giving into their financial plan. The coursework spans the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology, and strategic philanthropy. Featured Advisors: * Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/kathryn-m-brown/] * Dennis Morton, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/dennis-morton-jr/] * Cody Demmel, CFP® - Connect on LinkedIn [https://www.linkedin.com/in/codydemmel/] Click here for Important Disclosures [https://www.mortonbrownfw.com/important-disclosures/]

Market churn

We continue to see churn in the market in a lot of different areas. Katie Brown and Cody Demmel present this week's Intentional Wealth Update with a look at current inflation numbers, bond index, and equities. The advisors provide their perspective on what the average investor can do (or not do) during this time of volatility. Featured Advisors: * Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/kathryn-m-brown/] * Cody Demmel, CFP® - Connect on LinkedIn [https://www.linkedin.com/in/codydemmel/] Relevant Links: * Jason Zweig with WSJ [https://columnalerts.cmail19.com/t/ViewEmail/d/E0B82FEFF75939432540EF23F30FEDED/D543EDBE4A2F78310CC2E775D3CF5869?alternativeLink=False] * Important Disclosures [https://www.mortonbrownfw.com/important-disclosures/] Historical performance results for investment indices, benchmarks, certain securities and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that Morton Brown Family Wealth LLC (Morton Brown) account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Morton Brown accounts; and (3) a description of each comparative benchmark/index is available upon request. Past performance cannot guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown. Statements contained in this presentation that are not historical facts are based on current expectations, estimates, projections, opinions, and/or beliefs of Morton Brown. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “seek,” “expect,” “anticipate,” “forecast,” “project,” “estimate,” “intend,” “continue,” “target,” or “believe” or the negatives thereof or other variations thereon or comparable terminology. Morton Brown is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Morton Brown’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.mortonbrownfw.com. If you are a Morton Brown client, please contact Morton Brown, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please also remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Silver linings

In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle. When times feel challenging and the news cycle gets heavy, it's important to pause and look for the silver linings. In this week's Intentional Wealth Update, our financial advisors put things into perspective with a market snapshot year-to-date (as of 5/11/2022) compared to a longer time frame to gain important context. Cody, Dennis, and Katie make important points around how to establish a healthy mindset when it comes to your finances. Featured Advisors: * Dennis Morton, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/dennis-morton-jr/] * Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/kathryn-m-brown/] * Cody Demmel, CFP® - Connect on LinkedIn [https://www.linkedin.com/in/codydemmel/] Click here for Important Disclosures [https://www.mortonbrownfw.com/important-disclosures/]

Geopolitical conflict

This week, our advisors talk geopolitical factors and the overwhelming humanitarian concern happening in the world this week. Dennis, Katie, and Cody discuss past effects of geopolitical conflicts on the markets and what this means as we move through turbulent times. Featured Advisors: * Dennis Morton, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/dennis-morton-jr/] * Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/kathryn-m-brown/] * Cody Demmel, CFP® - Connect on LinkedIn [https://www.linkedin.com/in/codydemmel/] Relevant Links: * Important Disclosures [https://www.mortonbrownfw.com/important-disclosures/] Historical performance results for investment indices, benchmarks, certain securities and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that Morton Brown Family Wealth LLC (Morton Brown) account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Morton Brown accounts; and (3) a description of each comparative benchmark/index is available upon request. Past performance cannot guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown. Statements contained in this presentation that are not historical facts are based on current expectations, estimates, projections, opinions, and/or beliefs of Morton Brown. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “seek,” “expect,” “anticipate,” “forecast,” “project,” “estimate,” “intend,” “continue,” “target,” or “believe” or the negatives thereof or other variations thereon or comparable terminology. Morton Brown is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Morton Brown’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.mortonbrownfw.com. If you are a Morton Brown client, please contact Morton Brown, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please also remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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 overlooked, including social security timing. Featured Advisors: * Dennis Morton, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/dennis-morton-jr/] * Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn [https://www.linkedin.com/in/kathryn-m-brown/] * Cody Demmel, CFP® - Connect on LinkedIn [https://www.linkedin.com/in/codydemmel/] Relevant Links: * WSJ article on early retirement [https://www.wsj.com/articles/you-got-richer-during-the-pandemic-early-retirement-is-still-risky-11644575419?mod=hp_listc_pos1] * Important Disclosures [https://www.mortonbrownfw.com/important-disclosures/] Historical performance results for investment indices, benchmarks, certain securities and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that Morton Brown Family Wealth LLC (Morton Brown) account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Morton Brown accounts; and (3) a description of each comparative benchmark/index is available upon request. Past performance cannot guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown. Statements contained in this presentation that are not historical facts are based on current expectations, estimates, projections, opinions, and/or beliefs of Morton Brown. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “seek,” “expect,” “anticipate,” “forecast,” “project,” “estimate,” “intend,” “continue,” “target,” or “believe” or the negatives thereof or other variations thereon or comparable terminology. Morton Brown is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Morton Brown’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.mortonbrownfw.com. If you are a Morton Brown client, please contact Morton Brown, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please also remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.