June 2025
Introducing the latest edition of The Healthy Skeptic — a deeper dive into the mindset that helps investors stay grounded in a world full of noise, hype, and uncertainty.
In this newsletter, Jeff takes a step back from the headlines to unpack the 10 core principles of a Healthy Skeptic. These tenets challenge conventional thinking and help investors tune out short-term distractions in favor of long-term clarity.
CONNECT WITH JEFF ON LINKEDIN: https://www.linkedin.com/in/jeff-sarti-mortonwealth/
CONNECT WITH JEFF ON TWITTER: https://x.com/SartiJeff
Disclosures: Information presented herein is for illustrative purposes only. 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 or asset class. Private investment opportunities discussed herein 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 or asset class. All investments involve risk, including the loss of principal. Past performance is no guarantee of future results. It 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.