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.

 

More Episodes

The “V” word: Market Volatility Update 2020

March 2, 2020

We have updated this episode with an intro recorded on February 28th 2020 with LWM CEO Michael Tucci and Jordi Mullor, discussing the recent volatility experienced in the markets due to the Coronavirus spread globally. The original episode reminds us of the timeless lessons about volatility and how to think about it when managing a portfolio.

Original Description

For the third episode of the "Market Series",  we addressed a topic commonly overlooked by long-term investors, volatility. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, you will hear what volatility means for a global market strategist and to a wealth manager.

We also cover the emotions that come along volatility and how experiencing volatility might be a way to really figure out your own personal risk tolerance.  

Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant in a topic that is timeless. 

Let us know if you have any questions comments! We would love to hear your opinion. 

Don't forget to subscribe to this podcast so you are always up to date with our releases. 

ESG & SRI - The Myths

June 17, 2019

Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth

Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors

For our second conversation with Jen Sullo, a principal at Rocaton Investment Advisors, we discuss the most common myths surrounding Impact Investing, ESG or SRI. From performance, to vehicle costs, to how ratings work, this candid conversation should help you understand better how ESG can be a viable option for your investments in ways you would have thought limited in years past. 

If you would like to listen to the first episode where we discuss in high level what ESG or SRI actually is, click here: 

Subscribe to "Between the Head & the Heart" and listen to more conversations like this one. 

Follow us on twitter, facebook and Instagram @lexingtonwealth 

For any comments or questions, reach out to info@lexingtonwealth.com or call our office at 781-860-7745. We would be glad to answer any question directly. 

ESG & SRI - What you should know about Impact Investing

June 17, 2019

In today's conversation with Jen Sullo, Principal at Rocaton Investment Advisors, we discuss what ESG, SRI or Impact Investing actually means. We covered from how to invest on ESG to how to measure it. You will learn about what are the right questions to ask to your advisor about ESG and how to navigate this growing industry. 

Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington Wealth

Guest: Jennifer Sullo, Principal at Rocaton Investment Advisors

Subscribe to "Between the Head & the Heart" and listen to more conversations like this one. 

Follow us on twitter, facebook and Instagram @lexingtonwealth 

For any comments or questions, reach out to info@lexingtonwealth.com or call our office at 781-860-7745. We would be glad to answer any question directly. 

The “Market Series” - Alternative Investments, Everything You Must Know

February 15, 2019

In this episode of our "Market Series", we covered everything you should know about Alternative Investments. From what they actually are, to who is the ideal investor, to limitations and advantages. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, you will hear what volatility means for a global market strategist and to a wealth manager.

David Morton also walks us through the logistical side of investing in alternatives, a topic mostly forgotten when discussing this type of investments. 

Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant in a topic that is timeless. 

Let us know if you have any questions comments! We would love to hear your opinion. 

Don't forget to subscribe to this podcast so you are always up to date with our releases. 

The “Market Series” - The V word…volatility

February 15, 2019

For the third episode of the "Market Series",  we addressed a topic commonly overlooked by long-term investors, volatility. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, you will hear what volatility means for a global market strategist and to a wealth manager.

We also cover the emotions that come along volatility and how experiencing volatility might be a way to really figure out your own personal risk tolerance.  

Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant in a topic that is timeless. 

Let us know if you have any questions comments! We would love to hear your opinion. 

Don't forget to subscribe to this podcast so you are always up to date with our releases. 

The “Market Series” - 2019, the year ahead..

December 21, 2018

For the second episode of the "Market Series",  Jordi Mullor is joined once again by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, we moved the focus to what is ahead of us for 2019.

Trade, volatility, Brexit, and more were all part of the topics Miek and David covered in this animated debate about what next year might bring to the financial markets worldwide.  

Please note that recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant. 

Let us know if you have any questions comments! We would love to hear your opinion. 

Don't forget to subscribe to this podcast so you are always up to date with our releases. 

The “Market Series” - How Do We Feel About the Economy?

December 20, 2018

For the first episode of the "Market Series",  Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During the conversation, we focused on a very simple question: "How do we feel about the economy today?".

Mike and David covered not just the U.S. economy but also into how they feel about international markets currently, just as we started to experience a few days of volatility in the world economy. 

Please know that even though the majority of the information discussed on this podcast can be considered timeless or apply to any point in time, the recording was done during the first two weeks of December 2018. We hope you find their input insightful and relevant. 

Let us know if you have any questions comments! We would love to hear your opinion. 

Don't forget to subscribe to this podcast so you are always up to date with our releases. 

 

 

 

Meditation, Mindfulness & Entrepreneurship with Jim Rosen

November 20, 2018

On this episode of “Between the Head and the Heart” we explore the impact that meditation can have in entrepreneurship as well as overall life balance. Jim Rosen, a teacher and practitioner of meditation and mindfulness, digs deep into the immediate benefits that starting a routine that includes mediation have on the individual and the group. 

We hope you enjoy this conversation and please let us know what you think. We can always connect with Jim if you would like more information about the topic. 

Subscribe and share the “Between the Head and the Heart” podcast with anyone that might find interesting the detailed casual conversations we are having. 

Follow us @lexingtonwealth in all social media platforms. 

Host: Jordi Mullor

Guest: Jim Rosen

Tax Reform Changes & Insights with Glenn Frank

February 27, 2018

In our first episode of "Between the Head & the Heart" we are digging right into a heavy and complicated topic: Taxes!

Glenn Frank, Tax Investment Strategy Director at Lexington Wealth, explains in simple terms some of the most important changes that Congress passed last December. Our conversation focused on 6 main areas and the related planning points in an attemp to simplify the conversation. Please download or read the summary here: LWM Insights - Tax Reform Insights & Planning Points

We hope you enjoy his candor and the insights he provided during the interview. Please reach out to us if you have an questions and suscribe to this and our other two podcasts. We really value your feedback! 

Entrepreneur's Wallet

Empower Women Pod - The Encore

Thanks for listening!

Visit our site www.lexingtonwealth.com for more events and episodes! Follow us on twitter, instagram and facebook for our updates and more news about initiatives at Lexington.