Our Legacy of Stewardship In reflecting on Lon’s rich legacy, no part of his work was more important to him than being the trusted steward of his clients’ financial futures. Stewardship is defined as the responsible management of something entrusted to one’s care. It is a position we hold in the highest regard. Beyond our charge of […]
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In our Q4 Investment Newsletter, we take a look at the following stories. IRS Zeros In On Dirty Dozen Tax Scams In 2015 401K – Take Early Withdrawals Penalty-Free Federal Reserve Holds Interest Rates Steady For Now Bigger Retirement Plan Benefits For Elders Here’s What You Can’t Do In An IRA Read More in […]
In this position paper, we will discuss our rationale for instituting a position in gold across our clients’ portfolios. There are many opposing viewpoints about owning gold in a diversified portfolio. We will look to address these countering points of view and explore how the current macro landscape makes the rationale for owning gold more […]
The investing world has changed dramatically since the credit crisis. Technological advances have continued to reduce trading costs in the equity markets and global central banks have embarked on and sustained zero-interest-rate policies. According to Merrill Lynch, 83% of the world’s equity markets are currently supported by countries with such policies. From a historic perspective, […]
In the summer of 1982, Duran Duran was atop the music charts, Leonid Brezhnev was still calling the shots in the Soviet Union, and the United States was just coming out of a decade-long economic slump. Back then, the S&P 500 stood at 105. Fast forward to 2015, and that market index has surged […]
The allure of alternative investments — potential gains that are uncorrelated with stock and bond price movements — is not without risks that investors need to be aware of, a panel of experts told advisors during a breakout session at the 6th Annual Inside Alternatives Conference in Denver. The event, sponsored by Financial Advisor […]
Meghan Pinchuk has known former pro baseball pitcher/financial advisory founder Lon Morton since she was 12 years old. He managed money for her grandfather and later hired Pinchuk’s father at his firm Morton Capital Management as COO in the 1990s. “He recruited me rather young,” she says. A great student without a clear direction (she […]
NEW YORK, June 18, 2015 – The Financial Times (FT) today released the Financial Times Top 300 Independent Registered Investment Advisers (RIA) of 2015. The ranking of top U.S. RIAs was developed in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The average FT 300 […]
The U.S. equity markets have far outpaced the international markets over the last few years. There are several reasons to explain the drivers behind this divergence in performance. The main driver, in our opinion, has been the aggressive monetary policies of the Federal Reserve (Fed) which has helped the U.S. economy recover faster than those […]
On several occasions in the past, we have articulated our belief that the U.S. equity and bond market valuations are stretched. We have also argued that Zero Interest Rate Policies (ZIRP), practiced by the U.S. Federal Reserve (Fed) and other global central banks since the credit crisis, have led to investors chasing higher yields and […]
We work closely with our clients to understand their goals and risk tolerance to help them create a long-term plan. As of December 31, 2015, we manage $1.53 billion for over 800 families and institutions. Of those relationships, over 25% exceed a decade in length.