An Inside Look at How We Make Investment Decisions | The Financial Commute (Ep. 138)

Описание: Ever wonder how our Chief Investment Officer, Meghan Pinchuk, decides which investments are worth it and which are overhyped? Join Chris and Meghan on this week's episode of THE FINANCIAL COMMUTE as they discuss what makes an idea worth exploring, why due diligence is key, if AI is an overhyped investment, and interesting alternative investment opportunities.

Tune in if you’re interested in the following:

Preserving and growing your wealth

How we evaluate new opportunities

Diversifying your portfolio beyond stocks and bonds

Market trends and the broader financial landscape

How we conduct due diligence and assess risk

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Disclosures: This presentation is intended for educational purposes only and should not be relied on for investment recommendations. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many factors affect performance including changes in market conditions and interest rates and changes in response to other economic, political, or financial developments. There is no guarantee that an investor's investment objective will be achieved, and Morton Wealth makes no representations as to the actual composition or performance of any security or any client portfolio. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances

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