Embrace The Uncertainty - Jeff Sarti | Morton Wealth

Embrace The Uncertainty - Jeff Sarti | Morton Wealth

My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight.


https://www.stocksforbeginners.net/blog/jeff-sarti-morton-wealth


Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy for more information.

Jaksot(230)

Kylelane Purcell - ESG and Beyond

Kylelane Purcell - ESG and Beyond

Do you want to find companies that support the values that are important to you and make a contribution to a better world? And do you want to make money?These aims may seem to be at odds with each oth...

2 Marras 202138min

Lawrence Carrel - Dividend Stocks

Lawrence Carrel - Dividend Stocks

Dividend-paying stocks can be a welcome addition to an investment portfolio. They generate passive income because you’re receiving a portion of profits from the companies you’re investing in. Lawrence...

25 Loka 202128min

Todd Shaffer - VectorVest

Todd Shaffer - VectorVest

"News flash-you are going to lose at times on the market…even the pros only have 50% winning trade percentages".It was a pleasure to chat with Todd Shaffer, the Manager of Research for VectorVest We t...

19 Loka 202132min

Todd Shaffer - VectorVest

Todd Shaffer - VectorVest

"News flash-you are going to lose at times on the market…even the pros only have 50% winning trade percentages".It was a pleasure to chat with Todd Shaffer, the Manager of Research for VectorVest We t...

19 Loka 202132min

Edmund McCormack - Dchained

Edmund McCormack - Dchained

Edmund McCormack is the founder of the crypto-education platform DCHAINED. He's committed to helping everyday investors understand Bitcoin, cryptocurrency and blockchain technology.This episode is not...

11 Loka 202134min

Robert Farrington – The College Investor

Robert Farrington – The College Investor

Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, understand how to start investing and build real wealth....

4 Loka 202129min

Danielle Ecuyer – Shareplicity

Danielle Ecuyer – Shareplicity

Danielle Ecuyer pursued a successful career in Institutional Equities Stockbroking and Wealth Management for 15 years. After retiring to have her son, Danielle became a full time investor on her own b...

28 Syys 202133min

Myles Gage – Rapunzl Investments

Myles Gage – Rapunzl Investments

Myles Gage began his career as a credit analyst at CIBC. He and his co-founder, Brian Curcio, realized that ordinary investors have paid a price to learn to invest — and that price typically was real ...

20 Syys 202132min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-draivi
rss-lahtijat
oppimisen-psykologia
rss-rahamania
rss-porssipuhetta
rss-seuraava-potilas
taloudellinen-mielenrauha
rss-inderes
rss-h-asselmoilanen
rss-bisnesta-bebeja
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-paasipodi
rss-viisas-raha-podi
rss-sami-miettinen-neuvottelija
kasvun-kipuja
rss-bisnespaiva