Entries by admin

Senior Vice President, Joseph Seetoo, recognized as a finalist in the 2018 Trusted Advisors Awards by San Fernando Valley Business Journal.

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 […]

Quarterly Insights – Q2, 2018

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 […]

Mid Quarter Newsletter June 2018

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 […]

Senior Vice President Joseph Seetoo, awarded the Wealth Management – Trail Blazer Award by the San Fernando Valley Business Journal

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 […]

Mid Quarter Newsletter Q2 2017

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 […]

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 […]

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 […]

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. […]

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 […]