With so much uncertainty in the world, it can be unnerving to think about the future. We recognize that this anxiety can often cause investors to willingly turn a blind eye to the issues at hand, but we also know that complacency is not the answer. To serve our clients best, we have to embrace uncertainty and build resilient portfolios that are designed to perform well despite the economy, political environment, or policy changes. Hear from CEO Jeff Sarti and our special guest, industry expert Grant Williams, as they explore the potential outcomes and share their perspective on how to best protect and grow client portfolios.

We all make decisions we regret. And usually, “regret” is a result of not acting in a way that aligns with our values. This is as true in investing as it is in all other areas of our lives. Morton advisors will teach attendees how to reduce the chances of regret by truly understanding their money mindset and how past experiences sometimes bias current decision-making. By deciding on an optimal money mindset, investors will be better positioned to achieve their goals.

A key aspect of our investment philosophy involves finding investments that add diversification to our portfolios. We are passionate about sourcing smaller, niche investments that should behave differently than traditional stock and bond markets. By doing so, we aim to reduce risk for clients and provide them with opportunities that most other investors can’t access. One of the groups we feel has a keen eye for new trends is Cordillera. Sasan Faiz, our Managing Director of Investments, and Cordillera fund managers will share unique investments they are seeing in the marketplace and factors they consider when sourcing new opportunities.

Historically, real estate has provided investors with ample opportunities to both grow their wealth and generate income along the way. We have been big proponents of real estate investing over the years. But it is crucial to partner with the right professionals and in the appropriate structures to safeguard investors. In this session, CIO Meghan Pinchuk will interview our real estate fund managers on the current real-estate environment, future opportunities, and how they are structuring their deals to better protect investors.

Income replacement can be one of the most powerful factors in enjoying retirement. Everyone who stops working, sells a business, or enters their golden years asks themselves the question, “How am I going to pay for my lifestyle in retirement?” The answer to that question isn’t the same as it was decades ago. Bonds are unreliable, CDs can be fleeting, and the stock market is frothy with risks. This is why Morton advisors are passionate about finding cash-generating investments that can provide our clients with financial confidence throughout retirement.

Do you spend too much? Too little? Just right? Answering this question is more complicated than it might sound. In this session, Morton advisors will help attendees bucket their spending into areas that are most meaningful to them and their lifestyles. There are dozens of spending decisions we make on a daily basis, and by having a clear plan, investors will be much more likely to feel empowered to enjoy their wealth.

In all of history, generations have approached wealth differently. Sometimes this is because of historical events (i.e., the Great Depression, dot-com bubble, 1970/80s inflation), social norms, or access to information. In any case, these factors often challenge families to gain an understanding of how money habits have been formed and the “why” behind the approach of different generations. Learn from Morton advisors as we explore how various generations make money decisions.

For decades, we have favored investments that produce income for our clients. While traditional advisors typically only generate income via bonds, dividends, and CDs, we have chosen to look beyond traditional markets to the private markets, where income can be higher and more consistent, and is structured in a way that can offer better principal protection. Meghan Pinchuk, our CIO, will have three of our fund managers share how they are finding investments with higher yields and lower relative risks.

The housing market impacts us all. Whether we are buyers or sellers, this market has us all asking, “Is now the time to act?” In this session, we will learn from experienced real estate professionals Mikey Taylor and Brian Farwell as they share their perspective on housing prices, inflation, interest-rate changes, access to loans, and one of the largest factors leading to all-time-high prices – the growing shortage.

In 2017, the Tax Cuts and Jobs Act significantly changed estate, corporate, and personal tax provisions. At the end of 2025, many of these provisions will sunset, and may inspire investors to take advantage of creative tax and estate strategies. Hear from Scott Gilmore, Managing Partner of Ascend Advisors, and Brian Standing, Founder of Via Law, to learn about the potential changes and how you can take advantage of the current provisions while they are still in place.

The headlines on this topic can be terrifying. “Security Incident,” “Data Breach,” and “Ransomware Attack” are all phrases we hear AFTER something has happened. But what if you could protect yourself BEFORE something happens? In this session, the leaders at Digital Data and Protection LLC will share stories to inform you of the most common threats and provide tips to best protect yourself from fraud.

We think the era of hiring an advisor as a “stock picker” is over. In a market where stock prices are elevated by money supply and passive investing, it has become more and more challenging to do traditional analysis on a stock and know whether or not it will perform well. This is why we have chosen to work with Dimensional Fund Advisors, which builds stock portfolios based on three important factors: company size, relative price, and profitability. Hear from Apollo Lupescu, Vice President at Dimensional, and Morton advisors in this interactive Q&A on the fundamentals of stock market investing.

One of the biggest fallacies in financial management is that liquidity is better than illiquidity. While it is necessary to have money you can access easily, there can be risks to having too much liquidity. Morton executives will share their perspectives on this topic and “myth bust” those who claim liquidity is king.