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 […]

Staying Connected During COVID-19 – Webinar #5

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 […]

Staying Connected During COVID-19 – Webinar #4

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 […]

Staying Connected During COVID-19 – Webinar #3

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 […]

Staying Connected During COVID-19 – Webinar #2

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 […]