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 We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight.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.

Episoder(233)

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 Okt 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 Sep 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 Sep 202132min

Keith Smith – Bonhoeffer Capital Management

Keith Smith – Bonhoeffer Capital Management

“When you research a company you're basically putting a puzzle together to say, okay, would these guys be good stewards of my money? Because basically the CEO and the management team has given steward...

13 Sep 202130min

Kenny Polcari - The Global Financial Crisis

Kenny Polcari - The Global Financial Crisis

“Post the Global Financial Crisis it was exhausting because every day was just another down day. It was another pressurized day. A lot of people lost a lot of money. Some people couldn't take it anymo...

7 Sep 202126min

Remembering 9/11 with Kenny Polcari

Remembering 9/11 with Kenny Polcari

"The fear was that the New York Stock Exchange was next, because when you think about America and you think about developed nations and developed markets, the New York Stock Exchange is a symbol. If n...

31 Aug 202143min

Gary Brode - Deep Knowledge Investing

Gary Brode - Deep Knowledge Investing

We are experiencing a crisis in higher education in the US. Total student loan debt is now over $1.6 trillion, up about 50% from only 6 years earlier. The cost of a college education continues to rise...

23 Aug 202135min

Karl Kaufman – American Dream Investing

Karl Kaufman – American Dream Investing

Karl Kaufman has years of experience showing others how he makes money in the stock market. He gives seminars and hosts talks at universities, investment clubs and financial events throughout the coun...

16 Aug 202130min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
e24-podden
finansredaksjonen
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
pengepodden-2
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
okonomiamatorene
lederpodden
liberal-halvtime
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse