What moments in your career have given you the most satisfaction and fulfillment? In 2009, at the Otay Mesa Detention Center thirty minutes east of San Diego, and just a mile and a half from the U.S.–Mexico border, I met my 20-year-old client for the first time. I had recently finished law school and was […]
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Deus ex machina One of the few, albeit minor, benefits to an epically challenging 2020 was when blockbuster movies started being released straight to our homes. For example, the new Wonder Woman 1984 appeared on HBO on Christmas Day, offering two hours and thirty-five minutes of escape from reality. We won’t rate the movie in […]
FOREWORD by Kate Holmes — Innovating Advice, FOUNDER & CEO What does acting in your clients’ best interest mean to you? When was the last time you challenged that thinking? Going beyond top-of-mind responses like compensation, investment portfolios, and consistent, clear communication, you’ll find that truly acting in your client’’s best interest is much broader than you […]
We all know that having the right types of investments in your portfolio is critical to achieving your goals. But did you know that you can’t create a successful mix of investments without first knowing what you need each asset to do for you? It’s like trying to pack for a vacation without knowing your […]
NEW YEAR’S WISHES As we look back over 2020, this year has turned out very differently than we expected at the start. As the world has slowed down to keep everyone safe, Morton Capital has continued its work to bring an essential service to our clients and community. As you’ll see from the highlights below, […]
America is a society that has become extremely comfortable with financing. It’s rare nowadays for someone to pay cash for large purchases like their home, a car, or education costs. It’s also, however, more popular than ever for people to finance small purchases. Credit cards are used to buy groceries, gas, meals, clothes—pretty much everything. […]
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 […]
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, […]
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, 2020, we manage $2.2 billion for over 1000 client households. Of those relationships, over 25% exceed a decade in length.