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Protecting Yourself Online: 7 Cybersecurity Tips

Our world is full of connected devices, everything from our computers and cellphones to our cars. This constant flow of information provides efficiency, convenience, and comfort, but along with these benefits comes increased risk. According to Forbes, cyberattacks currently account for losses of over $400 billion annually and that number is expected to skyrocket to […]

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Joe Seetoo (Podcast) – The Realities of Selling your Business in a Zero Interest Rate Environment

Joe Seetoo is a Partner and Vice President with Morton Capital Management – a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth […]

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Marketplace Lending

The fixed income landscape has changed dramatically since the introduction of zero interest rate policies (ZIRP) by global central banks in the aftermath of the credit crisis. In an attempt to avoid a global depression, central banks in the developed countries, led by the US Federal Reserve (“Fed”), reduced short-term borrowing costs close to zero. […]

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Vice President, Joseph Seetoo, Interviewed in About Money – Should You Own Alternative Investments in Retirement?

By Dana Anspach, Money Over 55 Expert Updated March 16, 2016. Alternative investments can offer higher yields to retirees, but they aren’t for everyone. To present both the pros and cons I reached out to Joe Seetoo, Vice President, Morton Capital Management. Morton Capital, a registered investment advisor in California, specializes in bringing hand-picked alternative […]

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Investment Update Q4

  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 […]

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Jeffrey Sarti Featured in Forbes article on How to Invest Your Money In Q4

September’s stock market sell off either created tremendous opportunities to put money to work at lower prices or alerted active investors to position their portfolios defensively for a deeper correction. To find out how you should invest your money in the fourth quarter,  I assembled a panel of Barron’s-ranked financial advisors to share their best mutual […]

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Market Overview August 2015

“In the world of investing, being correct about something isn’t at all synonymous with being proved correct right away.” – Howard Marks, Oaktree Capital The global equity markets have been in full retreat since China devalued its currency (CNY) relative to the U.S. dollar (USD) on August 11th. Since then, more than $5 trillion has […]

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The Case for Gold in an Uncertain World

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 […]

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A Hybrid Approach to Active vs. Passive Investing

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, […]