Couchside Conversations
Modern life for Gen Xers and Millennials is complicated. Some questions you might be asking yourself...
How do I take care of my aging parents and children at the same time? How do I change my career and make more money? Can I renovate my house? Should I buy an investment property?
Instead of consulting Google and hoping for the best, with Modearn® by Morton Wealth and our video series, Couchside Conversations, you'll always have someone in your corner—a financial advisor who has gone through the same experiences as you. We believe in more than just financial solutions—we focus on building a lasting relationship with you to ensure your success. We prioritize empathy, awareness, and personalized support to help you navigate every decision with confidence.
Couchside Conversations
Creative Investments Beyond Stocks and Bonds
There are more ways to invest than just in the traditional stocks and bonds market. Sometimes, thinking outside the box can unlock untapped potential for investors and offer ways to diversify one's portfolio and protect against volatility. Modearn™ advisors Kevin Rex and CEO Jeff Sarti discuss creative investments that offer opportunities for growth through emerging or niche markets.
Here are some key takeaways from their conversation:
- Lowercase "c" creative investments like Bitcoin are now mainstream, while uppercase "C" creative investments are still niche and less crowded.
- Real estate can be creative depending on the approach, such as focusing on niche sectors like healthcare or storage during market dislocations.
- Morton Wealth advocates for private credit as a creative investment avenue, lending to businesses and individuals with tangible collateral, providing stock-like returns but with less volatility.
- Modern investors are often distrustful of traditional institutions, fueled by political and economic uncertainty, inflation concerns, and fears around money-printing.
- Creative investments often involve more work and expertise, particularly in assessing risk through due diligence on operational, structural, and collateral factors.
- Jeff and Kevin urge investors to consider adding more international stocks to their portfolio, with a preferred mix of two-thirds U.S. stocks and one-third international to take advantage of global opportunities and mitigate U.S. market overvaluation.