Year-End Tax Planning Yes, it’s that time of year again: When it starts to get a bit nippy in Southern California and we have to wear long-sleeve shirts with our shorts and sandals. The time of year when things start to get a little cheerier and we look forward to the promise of a new […]
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Our CEO, Jeff Sarti, was featured at Charles Schwab’s virtual IMPACT conference. Thousands of investment advisory professionals gathered remotely to learn how to think differently about the issues that matter most to their practices. This year Schwab highlighted four firms based on the impact they are making in the industry. In a year that has […]
How often do we get the chance to really get away from it all and unplug? With the stresses of modern-day life—raising two children, my wife, Jen, and I working full-time—I was looking forward to a “guys trip.” Now, mind you, this was not with my friends but rather an L.A.-based group called Wilderness Collective, […]
In our third quarter 2020 client letter, we address four prevalent myths as they relate to financial markets and our clients’ portfolios: Myth #1: The economy and the stock market have recovered Myth #2: The stock market leaders (i.e., mega-cap tech stocks) will keep outperforming. Myth #3: If [insert Democrats or Republicans] win the election, […]
Morton Capital CEO Jeff Sarti joined host Seth Greene on the Sharkprenuer podcast this week to talk about growing Morton Capital to $2 billion in assets under management. Here are some of the key takeaways from this podcast: Why people should view their wealth as more than just a number. How building a portfolio for […]
When I became a mom, I always thought I would be teaching my kids things, not the other way around, especially when it comes to what I do for a living. But as they say—out of the mouth of babes. . . . One morning recently, I was anxious to take the kids to my […]
I like to read historical literary texts as well as their inventive modern reinterpretations. Both sets pose questions that don’t go out of style: Who are we as a society? What do we value? What should we teach our children? How do we know what we know? My book stack offers a few examples… […]
I am fascinated by the markets and all things related to investing. I have always enjoyed solving puzzles and various brainteasers. I enjoy deep-thinking games and activities that involve a constant change of information. One of my favorite games to play is poker. I love the game for the challenge it presents—playing the cards, playing […]
Do you remember the time before cell phones, computers, or even televisions? The generation who might answer “no” to this question, Generation Z, categorized as those born between the years of 1997 and 2015, is also known as the “Smartphone Generation.” According to a 2018 Pew Research Center survey, 95% of 13- to 17-year-olds have […]
Gold is making headlines in 2020, as its performance leads most other asset classes year-to-date and investors are starting to take notice. In particular, Warren Buffet’s recent purchase of a gold mining stock has caught the attention of the media. Those who only think of gold as a “safe-haven” investment have been surprised by its […]
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, 2019, we manage $2.036 billion for over 980 families and institutions. Of those relationships, over 25% exceed a decade in length.