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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 look out for when making financial decisions?
  • I’ve been told to invest for the long term. What does that mean?
  • What does that mean? How should I invest differently for the short term vs. the long term?

To register for access to these online events and/or submit any questions you would like our Wealth Advisors to answer for you please email us at questions@mortoncapital.com

https://vimeo.com/mortoncapital/stayingconnectedwebinar04142020

We look forward to you joining us on future webinars!

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 selling. What do I do now?

To register for access to these online events and/or submit any questions you would like our Wealth Advisors to answer for you please email us at questions@mortoncapital.com

https://vimeo.com/mortoncapital/stayingconnectedwebinar04072020

We look forward to you joining us on future webinars!

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 handling my financial emotions during this unsettling time?
  • What is Morton Capital doing behind the scenes?

To register for access to these online events and/or submit any questions you would like our Wealth Advisors to answer for you please email us at questions@mortoncapital.com

https://vimeo.com/403014629

We look forward to you joining us on future webinars!

Staying Connected During COVID-19 – Webinar #1

Led by our Chief Investment Officer, Meghan Pinchuk, and Wealth Advisor, Kevin Rex, our first webinar on Tuesday, March 24 discussed the latest developments of the novel coronavirus (COVID-19) and its impact on the market. Below are the client questions we addressed:

  • 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?

To register for access to these online events and/or submit any questions you would like our Wealth Advisors to answer for you please email us at questions@mortoncapital.com


https://vimeo.com/400419802/9407412948

We look forward to you joining us on future webinars!