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COVID-19 Series : A day in David Morton's life during a financial crisis

COVID-19 Series : A day in David Morton's life during a financial crisis

Released Friday, 27th March 2020
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COVID-19 Series : A day in David Morton's life during a financial crisis

COVID-19 Series : A day in David Morton's life during a financial crisis

COVID-19 Series : A day in David Morton's life during a financial crisis

COVID-19 Series : A day in David Morton's life during a financial crisis

Friday, 27th March 2020
Good episode? Give it some love!
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In our first episode of the COVID-19 Series, we called David Morton, Chief Global Strategist at Rocaton Investment Advisors, to his home. This episode will bring context and a different perspective to the times we are experiencing from someone that has to talk to thousands of advisors every week.

We called David because we wanted to see how David was adapting to working from home, this new temporary reality for business professionals, new challenges, fears, and hopes. Like many of us, he shared how we are all adapting and doing our best. He brought a big picture perspective to what we are experiencing currently and discussed past financial crisis and lessons learned from them.

This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that.

Tax Disclaimer:

HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.

General Disclaimer:

Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

 

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