We kicked off 2020 strong with the fifth session in our new Financial Bites lunch series, Life Insurance and Long-Term Care! The thing no one wants to pay for but everyone needs, life insurance, was this Financial Bites’ main course. Our advisors provided important how-to knowledge to ensure your dollar goes farther and that you […]
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As 2019—and this decade—comes to an end, we at Morton Capital would like to thank you for allowing us to continue to be part of your story. And for those of you who just joined our community this year, we are excited to start our story together. As we look forward to the year ahead, […]
No Profits? No Problem! In the venture capital industry, a “unicorn” refers to a technology startup company that has reached a private valuation of $1 billion. While few and far between in the past, these types of companies are commonplace in today’s market, and, more surprisingly still, most are actually losing money. Uber, Lyft and […]
The fourth installment in our new Financial Bites lunch series, Investments, was superb! In this session, our advisors discussed profitable investment behaviors, busted investment myths and shared helpful processes to begin investing like a pro. Thank you to all our attendees as well as our outstanding wealth advisors, Chelsea Watson and Bruce Tyson, who presented. Click […]
Working in finance, it’s become clear to me that decisions surrounding money are commonly influenced by feelings. Those feelings can range from happiness and comfort to fear and greed—the list goes on and on. A natural result of these varied emotions is that people are often hesitant to use one advisor because they are concerned about “putting all of their eggs in one basket.” The choice to have one advisor or multiple advisors is very personal, but it shouldn’t be emotional.
Tax Planning for Individuals, the third event in our new Financial Bites lunch series, was a huge hit. In this session, our advisors explained why tax planning is vital to a healthy financial life and how to put money back in your own wallet. Thank you to all our attendees as well as our outstanding […]
The second event in our new Financial Bites lunch series, Budgeting, went off without a hitch. In this session, our advisors honed in on the keys to a successful budget and how to get your financial footing. Thank you to all our attendees as well as our phenomenal wealth advisors, Joe Seetoo and Celia Meagher, […]
“May You Live in Interesting Times” The above phrase is an English translation of a traditional Chinese omen. While it seems like a blessing, it is actually meant ironically and foreshadows a period of disorder and trouble. The omen feels appropriate given our current era of political and economic instability. With the combination of continued […]
Recently we hosted the first event in our new Financial Bites lunch series. The session focused on retirement planning and was an incredible success. We are grateful to everyone who attended and to our outstanding wealth advisors, Chris Galeski and Chelsea Watson, who presented. Clients often come to us asking, “How much do I need […]
Interest Rate Movements – How to Make Sense of Them? At its July meeting, the U.S. Federal Reserve (Fed) lowered interest rates for the first time since December 2008. Officially, the Fed’s reasoning was that it was worried about inflation not hitting the desired 2% goal. But unofficially? They may have instead caved to market […]
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.