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Financial Bites – Estate Planning Video

The sixth session in our Financial Bites series, Estate Planning, went swimmingly. Planning for the future is vital and our advisors know hard you have worked for your wealth – in this session we tackle how to pass on your wealth in the most thoughtful way. Thank you to all our attendees as well as our outstanding wealth advisors, Chris Galeski and Brian H. Standing, who presented.

Click on the above image or visit this link to watch our Estate Planning session: https://vimeo.com/mortoncapital/fbestateplanning 

We hope you find this video valuable. Please feel free to share this link with family and friends and on your social media channels. Any feedback you have would be extremely valuable to our team, including any recommendations of topics you would like us to present on in the future. Financial Bites is a complimentary series and our final upcoming session is filling up fast, so we encourage you to RSVP soon. Click on the link below to view all sessions and RSVP today!

https://mortoncapital.com/financialbites

We hope to see you soon and thank you for your continued support of Morton Capital.

The MC Team

Morton Capital Perspective on Recent Market Volatility

“The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffet

The markets have been on a roller coaster ride recently, but now is not the time to get off—it is time to be patient.  While we understand that fear is a natural result of uncertain times, it is important to remember that market corrections, and even recessions, are a natural part of the market cycle.  In this article we answer three key questions that we have been asked in recent weeks, including our thoughts on the economy, the markets and the recent volatility.

What is happening in the markets?

If you’re expecting more volatility, why not sell stocks now?

What is Morton Capital’s approach given this uncertainty?

READ OUR FULL ARTICLE HERE

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Disclosure: This communication is for informational purposes only. Any investment strategy involves the risk of loss of capital. Some alternative investment strategies discussed are limited to qualified eligible investors. Past performance does not guarantee future results.