Welcome to our COVID-19 resources page. Many of our clients, friends and family members have reached out to us for guidance in these uncertain times. This spurred us to create a page where we can provide trusted information related to financial planning and investments in one place to better support the greater community.

In the right-hand column, you will find a few things, the first being our Give Back initiative, where we provide complimentary financial advice during this difficult time. Below that, we are excited to introduce the first in our MC Stories series “Lessons from Life”. In this series, we will share stories from our team that reflect on experiences from their lives that changed their perspective on finance and fueled their passion for investing. Lastly, you will find an image that links to videos from our successful in-house Financial Bites lunch-and-learn series. We designed Financial Bites to educate and empower families, couples and individuals across a broad range of topics. We highly recommend viewing this series as it also provides an excellent opportunity to educate the next generation about finances.

In 2020, we have also focused on updating our social media pages in an endeavor to stay connected as well as provide you with timely tips, videos and advice to help you get the most life out of your wealth. Please click the social icons in the footer to keep up with us! We always love to receive comments about your experiences, what most resonates with you and what you would like to see more of.

MC Insider Series: Staying Connected During COVID-19
Webinar Replays

Our advisory team hosted this webinar series to share our take on the news, policy changes, the economy and potential opportunities as well as ease some of your fears during these challenging times and ensure you feel informed and empowered with regards to your financial plan.

March 24, 2020
  • What do all these government policy moves mean for my portfolio and the markets?
  • Should I be looking to buy or sell with everything going on?
  • How will our alternative investments be impacted?
March 31, 2020
  • What does the stimulus package mean for my portfolio?
  • What are some tips on handling my financial emotions during this unsettling time?
  • What is Morton Capital doing behind the scenes?
April 7, 2020
  • Is Morton Capital finding potential investment opportunities?
  • How does the CARES Act impact my retirement accounts?
  • Some friends are buying, some friends are selling. What do I do now?
April 14, 2020
  • Why is the Federal Reserve buying bonds as part of the newest stimulus package?
  • Emotions often drive decision-making. What behavioral biases should I look out for when making financial decisions?
  • I’ve been told to invest for the long term. What does that mean?
  • How should I invest differently for the short term vs. the long term?
April 21, 2020
  • Led by our CEO, Jeff Sarti, and Chief Investment Officer, Meghan Pinchuk, this webinar addressed key market insights from Q1. Our aim is to share our views of the current economic and investment landscape and how they impact our decision-making.
April 28, 2020
  • 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 in the current environment. Chelsea Watson has been with Morton Capital for over 10 years. She shared her perspective on how we may need to change plans and adapt to life after the pandemic.
May 5, 2020
  • We have seen a massive amount of money printing over the last decade – how has that impacted stocks and bonds?
  • How might the pandemic impact the election?
  • How should business owners think differently coming out of the lockdown?

Give Back Initiative

MC Advisors offer complimentary financial advice appointments during COVID-19.

MC Stories – Lessons from Life

MC advisors present a unique life experiences and how that has changed their perspective on finance.

Financial Bites Webinars

Hungry for financial knowledge? This MC series focuses on financial topics designed to educate and empower clients, their families, and the wider community.

These presentations are for informational purposes only and should not be taken as a recommendation, offer or solicitation to buy or sell any security or asset class. They express the views of Morton Capital and such views are subject to change without notice. Certain private investment opportunities discussed may only be available to eligible clients and can only be made after careful review and completion of applicable offering documents. Private investments are speculative and involve a high degree of risk. This presentation should not be relied on for investment recommendations. All investments involve risk, including the loss of principal. It should not be assumed that Morton Capital will make investment recommendations in the future that are consistent with the views expressed herein. Past performance does not guarantee future results.