Behind the Scenes: How Morton Manages Investment Portfolios
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Portfolio Management Analyst Hunter Daniel to discuss Morton’s approach to portfolio management.
Here are some key takeaways from their conversation:
- For clients bringing cash to invest rather than an existing portfolio, Hunter and his team will use dollar cost averaging to mitigate market timing risks. This means they will make periodic investments over time which helps average the purchase cost and reduce the impact of market volatility.
- Hunter and Chris highlight strategies like tax loss harvesting and the…
The skinny
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