FIRST QUARTER 2019 COMMENTARY Federal Reserve to the Rescue How would you expect the stock market to perform in a country experiencing slowing GDP growth, disappointing retail sales and a negative corporate earnings outlook? There is a wide range of possible answers, but the most obvious choice certainly would not be that stocks would experience […]
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Why Cash Flow Planning Is Important for Everyone According to a Fidelity eAdvisor study, clients who have a formal financial plan are 7 times happier than those without one. Yes, you read that right—7 times happier! But, according to Charles Schwab’s 2018 Modern Wealth Index study, only one in four Americans actually has a written […]
What a Difference a Year Makes While the stock market correction in the fourth quarter dominated headlines, the real news in 2018 was that the vast majority of asset classes produced negative returns. According to a Deutsche Bank study, 90% of the 70 asset classes they track delivered negative returns for 2018—the highest percentage as […]
“The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffet The markets have been on a roller coaster ride recently, but now is not the time to get off—it is time to be patient. While we understand that fear is a natural result of uncertain times, it is […]
Congratulations to Senior Vice President Joseph Seetoo, on his becoming a finalist for the San Fernando Valley Business Journal’s Trusted Advisors Awards. This annual event honors attorneys, accountants, business bankers, insurance professionals and wealth managers in the greater San Fernando Valley region for their commitment to high quality client service and overall excellence. At the award […]
SECOND QUARTER 2018 COMMENTARY The first half of 2018 has seen the return of volatility with somewhat uneven end results. While domestic equities (S&P 500 Index) rebounded somewhat in the second quarter, both developed international (MSCI EAFE) and especially emerging markets (MSCI EM Index) suffered losses. “Conservative” core bonds were only down small for the […]
Why You Should Care About Rising Interest Rates Recently, you’ve likely been seeing headlines that breathlessly wonder whether the Federal Reserve will increase interest rates at their next meeting. With what many consider a relatively strong economic environment and higher inflationary expectations, most agree that the Fed will raise rates at least another two times […]
Congratulations to Senior Vice President Joseph Seetoo, who was recently awarded the Wealth Management – Trail Blazer Award by the San Fernando Valley Business Journal. Joe’s reputation of excellence, integrity and going above-and-beyond for our clients are just a few of the many reasons why he is considered a trusted advisor by many at Morton […]
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 […]
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 […]
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, 2017, we manage $1.828 billion for over 800 families and institutions. Of those relationships, over 25% exceed a decade in length.