A new market update video from The Better Investor series is now available. Our Chief Executive Officer, Jeff Sarti, and Chief Investment Officer, Meghan Pinchuk, had a lot to cover this quarter. They highlighted how our investment strategies performed in 2023, discussed the uncertainty we face going into 2024, and, most importantly, detailed strategies on how to build resilient portfolios to combat this uncertainty.

In our Q4 2023 market update, Jeff and Meghan comment that while stocks had a strong year, with the S&P 500 up 26%, it is important to note the top seven tech companies, or the “Magnificent Seven,” drove much of this stock market performance. Solid economic data, to the tune of moderating inflation and continued low unemployment, contributed to this strong stock market performance as well.

Looking ahead to 2024, Jeff and Meghan warn investors against overconfidence due to the uncertainty that surrounds us. It is critical to diversify your portfolio and focus on investments that are resilient in the face of an upcoming election, debt imbalances, and geopolitical risks. Jeff and Meghan advise investors to allocate portions of their portfolios to loans backed by assets, natural resource stocks, and gold as a hedge against currency depreciation and uncertainty.

They also discuss the role of lending (including private lending and bonds) in a diversified portfolio. In this higher-interest-rate environment, bonds can generate yields in the mid- to high-single-digit range. Private lending may offer investors potentially higher returns and cash flow with meaningful downside protection characteristics. In addition, Meghan provides an example of an equipment lease that illustrates why she is passionate about this private lending asset class and believes we can generate stock-like returns at reduced risk.  

Although Jeff and Meghan recognize there is much uncertainty going into 2024, they still feel excited about what the future holds in terms of the lending opportunities they are actively allocating to.

To watch the complete recording, click here or use the thumbnail below.

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Watch our previous quarterly updates from The Better Investor series below:

Symposium Recap & Q3 2023 Market Outlook

Quarterly Update - Q2 2023

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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.