May 2025
Chief Executive Officer Jeff Sarti and Chief Investment Officer Meghan Pinchuk break down the turbulent start to 2025 and how Morton Wealth portfolios are weathering this volatility.
In today’s discussion, we focus on the real risks and opportunities facing investors, including:
- Tariffs, trade wars, and recession fears — Meghan and Jeff unpack what’s really driving the headlines and what it could mean for stock and bond markets going forward.
- Gold as a diversifier — Once debated, now in demand. Learn why global central banks are buying and why we view gold as a core holding in today’s environment.
- Resilient portfolios — Hear how Morton clients navigated recent volatility, thanks to years of proactive shifts into investments backed by real assets. We share real examples and how we’re positioning portfolios for the road ahead.
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Watch our previous quarterly updates from The Better Investor series below:
Disclosures: Information and references to specific investments presented herein are for illustrative purposes only and subject to change without notice. It is not intended as investment advice and should not be construed as an offer or solicitation with respect to the purchase of any security. Investment opportunities described may only be available to eligible clients and involve a higher degree of risk. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available. Morton makes no representations as to the actual composition or performance of any security. All investments involve risk, including the loss of principal. Past performance is no guarantee of future results. There is no guarantee that the investment objective will be achieved. Morton Wealth makes no representation that the strategies described are suitable or appropriate for any person, and should not be assumed that Morton will make investment recommendations in the future that are consistent with the views expressed herein. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances.
