Led by our Wealth Advisors Alan Kane and Chelsea Watson, this webinar addressed client questions surrounding the latest developments of COVID-19 and its impact on the market. Alan Kane has more than 39 years of experience in financial services. He shared his views on the past major cycles and what we can learn from history […]
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Senior Vice President and Wealth Advisor, Joe Seetoo, and Wealth Advisor, Priscilla Brehm, this webinar addressed the following client questions surrounding the latest developments of COVID-19 and its impact on the market: Why is the Federal Reserve buying bonds as part of the newest stimulus package? Emotions often drive decision-making. What behavioral biases should I […]
Wealth Advisors, Chris Galeski and Wade Calvert navigate tough water in our third webinar by addressing the following client questions surrounding the latest developments of COVID-19 and its impact on the market: Is Morton Capital finding potential investment opportunities? How does the CARES Act impact my retirement accounts? Some friends are buying, some friends are […]
In the second webinar of the Staying Connected series, our Wealth Advisor, Executive Vice President and CCO, Eric Selter, and Wealth Advisor, Celia Meagher addressed the following client questions surrounding the latest developments of COVID-19 and its impact on the market: What does the stimulus package mean for my portfolio? What are some tips on […]
Led by our Chief Investment Officer, Meghan Pinchuk, and Wealth Advisor, Kevin Rex, our first webinar on Tuesday, March 24 discussed the latest developments of the novel coronavirus (COVID-19) and its impact on the market. Below are the client questions we addressed: What do all these government policy moves mean for my portfolio and the […]
Given the current global uncertainty, our advisory team will be hosting weekly webinars to share our take on the news, policy changes, the economy and potential opportunities. Our goal is to stay connected, ease some of your fears and ensure you feel informed and empowered with regards to your financial plan. To learn more about […]
As many of you know, we have an incredible team at Morton Capital, where we treat each other as family within our four walls and truly look out for one another. Please know that all of you are an extension of that. You are all an extended part of our family and are in our […]
The sixth session in our Financial Bites series, Estate Planning, went swimmingly. Planning for the future is vital and our advisors know hard you have worked for your wealth – in this session we tackle how to pass on your wealth in the most thoughtful way. Thank you to all our attendees as well as our […]
Morton Capital Reporting Update As part of our efforts to provide you with up-to-date information in a secure and efficient manner, beginning in March 2020 Morton Capital will no longer automatically send out quarterly reports. Clients will still be able to receive reports upon request. We are making this change because our clients now have […]
The coronavirus originated in the city of Wuhan, China, in December, and as of our writing this communication it has infected over 82,000 people resulting in 2,800 deaths. Up until the last week, global stock markets shrugged off concerns about a wider spread of the virus. However, an increase in reported cases outside of China […]
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.