Whitepaper – The New RIA Workplace

Our industry, our country, and the entire world was turned on its head in March as local and federal governments began to institute widespread stay-at-home orders. While some RIAs were caught flat-footed from a technology perspective, the RIA industry has been luckier than many brick-and-mortar establishments that needed to completely shut their doors during this […]

MC Stories – Gen Z’s American Dream

For most 20th century Americans, the goal was, have a house with a white picket fence, two kids and a dog named Spot. For their future, they imagined flying cars and holographic images, something you would see in a sci-fi film. For those born between the years of 1997-2015, known as Generation Z, the idea […]

MC Stories – Finding Calm in the Chaos

What has been your reaction to pandemic news? Perhaps you are instinctively driven to hunker-down and shelter in place with your loved ones. Maybe it’s the opposite – perhaps you are driven to action and do whatever you can to stock up on food and supplies to weather the storm. Perhaps you are somewhere in […]

MC Stories – Identifying Your Relationship With Money

We all have a unique relationship with money. Usually, this association is deep-rooted and developed over time starting from early childhood. Money Scripts are identified as the unconscious beliefs we have about money, often partial-truths, and sometimes they are passed down from generation to generation. Our money scripts tend to correlate certain statistics, such as […]

MC Stories – A 22-Year Love Affair with Alternatives

I met Lon Morton, the eponymous founder of Morton Capital Management, in 1984 when our family business was looking for a pension administration company. My father and I then started investing with Morton Capital in 1987, just three weeks before something called Black Monday, when the markets dropped about 50%. I remember calling Lon and […]

MC Stories – The Value of Diversifying, as Learned on a Farm

You may have heard about diversifying later in life when you started to manage your investments. I learned the value of diversifying much earlier, on the farm. I grew up on a family-run farm in Iowa where we worked hard and played hard, together as a team. On the farm, I learned that there is […]

MC Stories – A New Way of Working

Many of us experienced feelings of uncertainty and excitement when the stay-at-home order was first announced. Uncertainty from not knowing how long it would last or if we would be able to work in the same way. Excitement for the conveniences of working from home. No commute, more time with family, and comfortable apparel have […]

MC Stories – What Brain Behavior Teaches us About Investing

In the early 2000s, I was walking into a Wells Fargo Bank on San Vicente in Brentwood, CA, when 2 young men briskly walked past us with heavy sweatshirts, dark sunglasses and hats on – it was the middle of summer. I immediately remember thinking that’s odd and got a sinking feeling in my stomach […]

Staying Connected During COVID-19 – Final Webinar

Our final COVID-19 webinar was moderated by our COO, Stacey McKinnon, who asked the following questions of Wealth Advisors Bruce Tyson and Jason Naiman related to the impact of government policy on investor portfolios:  We have seen a massive amount of money printing over the last decade – how has that impacted stocks and bonds? […]

Quarterly Commentary – Q1 2020

“Weathering the Storm Together” It is shocking how our lives have changed so dramatically in the span of a few weeks. While these are unprecedented and challenging times, we are grateful that everyone at Morton Capital and their families are safe and healthy. We hope that you and your families are as well. Beyond our […]