Boys & Girls Clubs of Greater Conejo Valley building Dedication honoring Rocky & Lon Morton

Recognized for their support of the Boys & Girls Clubs of Greater Conejo Valley and for their many contributions to the community, Rocky & Lon Morton were honored at a Building Dedication of the Rocky & Lon Morton Boys & Girls Club last month. The Dedication was open to local businesses, organizations and individuals who had […]

Investment Update Q4, 2015

  In our Q4 Investment Newsletter, we take a look at the following stories. IRS Zeros In On Dirty Dozen Tax Scams In 2015 401K – Take Early Withdrawals Penalty-Free Federal Reserve Holds Interest Rates Steady For Now Bigger Retirement Plan Benefits For Elders Here’s What You Can’t Do In An IRA Read More in […]

Jeffrey Sarti Featured in Forbes article on How to Invest Your Money In Q4

September’s stock market sell off either created tremendous opportunities to put money to work at lower prices or alerted active investors to position their portfolios defensively for a deeper correction. To find out how you should invest your money in the fourth quarter,  I assembled a panel of Barron’s-ranked financial advisors to share their best mutual […]

Market Overview August 2015

“In the world of investing, being correct about something isn’t at all synonymous with being proved correct right away.” – Howard Marks, Oaktree Capital The global equity markets have been in full retreat since China devalued its currency (CNY) relative to the U.S. dollar (USD) on August 11th. Since then, more than $5 trillion has […]

The Case for Gold in an Uncertain World

In this position paper, we will discuss our rationale for instituting a position in gold across our clients’ portfolios. There are many opposing viewpoints about owning gold in a diversified portfolio. We will look to address these countering points of view and explore how the current macro landscape makes the rationale for owning gold more […]

A Hybrid Approach to Active vs. Passive Investing

The investing world has changed dramatically since the credit crisis. Technological advances have continued to reduce trading costs in the equity markets and global central banks have embarked on and sustained zero-interest-rate policies. According to Merrill Lynch, 83% of the world’s equity markets are currently supported by countries with such policies. From a historic perspective, […]

Jeffrey Sarti Featured In Financial Advisor Magazine – Alternatives: A Way To Lock In Historic Market Gains?

  In the summer of 1982, Duran Duran was atop the music charts, Leonid Brezhnev was still calling the shots in the Soviet Union, and the United States was just coming out of a decade-long economic slump. Back then, the S&P 500 stood at 105. Fast forward to 2015, and that market index has surged […]

Jeffrey Sarti Featured in Financial Advisor Magazine – When Researching Alternative Products, Look For ‘Red Flags,’ Experts Say

  The allure of alternative investments — potential gains that are uncorrelated with stock and bond price movements — is not without risks that investors need to be aware of, a panel of experts told advisors during a breakout session at the 6th Annual Inside Alternatives Conference in Denver. The event, sponsored by Financial Advisor […]

Financial Advisor Magazine names Meghan Pinchuk as one of their 10 young advisors to watch.

Meghan Pinchuk has known former pro baseball pitcher/financial advisory founder Lon Morton since she was 12 years old. He managed money for her grandfather and later hired Pinchuk’s father at his firm Morton Capital Management as COO in the 1990s. “He recruited me rather young,” she says. A great student without a clear direction (she […]

FT 300 Top Registered Investment Advisers

NEW YORK, June 18, 2015 – The Financial Times (FT) today released the Financial Times Top 300 Independent Registered Investment Advisers (RIA) of 2015. The ranking of top U.S. RIAs was developed in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The average FT 300 […]