From geopolitical tensions to surging energy prices, investors are navigating a wave of uncertainty and volatility. Join Chief Investment Officer Meghan Pinchuk and Managing Director of Investments Sasan Faiz as they break down how recent global events are influencing markets and what they could mean for the economy and portfolios.

Tune in if you’re interested in…

• How geopolitical tensions are influencing global energy markets
• Why rising oil prices could trigger stagflation risks
• The potential ripple effects on inflation, interest rates, and consumer spending
• Why stocks and bonds can struggle during inflationary periods
• How true diversification, including alternatives and gold, can help navigate uncertainty

Does a financial advisor’s experience matter more than their perspective? Or is the real strength found in combining both?

In this thoughtful conversation, host Chris Galeski and Executive Vice President Eric Selter explore the value different generations of advisors bring to client relationships and why age alone doesn’t define wisdom. While life experience offers perspective that can only be earned over time, younger advisors contribute deep technical knowledge, fresh thinking, and tech fluency. Together, they share that Morton’s true strength lies in its team-based approach.

Tune in if you’re interested in…

• Why a multi-generational advisory team can strengthen client outcomes
• The importance of mentorship and collaboration behind the scenes
• Whether AI can truly replace human financial advice

Gold is having a moment, but the story runs deeper than price alone. In this timely conversation, Morton Wealth welcomes Axel Merk, President & CIO of Merk Investments and manager of the OUNZ gold fund, to unpack what’s really driving gold’s powerful rally. Axel explains why gold itself remains constant, even as perceptions shift, and how central bank diversification, geopolitical tensions, currency weaponization, and rising fiscal pressures are reshaping global demand. 

Tune in if you’re interested in…

• What’s truly driving gold’s 50%+ surge this year
• How central banks and geopolitics are influencing demand
• Why volatility spikes don’t necessarily change the long-term thesis
• The opportunities and risks within gold mining stocks
• The difference between allocated and unallocated gold ownership
• Why we treat gold as a strategic hedge, not a tactical bet

In private real estate, patience isn’t passive. It’s a competitive advantage. In this conversation, Wealth Advisor Bruce Tyson sits down with Peter Knell, Managing Director of KCB Properties, one of our longest-standing real estate partners. As a family office that invests alongside clients, KCB has the flexibility to move into undervalued sectors and step back when markets become overheated. Peter shares how they navigated major real estate cycles, why they leaned into healthcare assets post-COVID, how they’ve preserved capital through a 20%+ market drawdown, and why today’s environment may offer one of the most attractive buying windows in years. 

Tune in if you’re interested in…

• Why alignment and “skin in the game” matter in private real estate
• How KCB preserved capital during recent real estate downturns
• Why healthcare real estate looks attractive in today’s market
• What the “funding gap” is and why it can create better pricing
• How climate risk and insurance strategy factor into property selection

In this episode, Wealth Advisor Mike Rudow sits down with John Ahn, Founder and CEO of WhiteHawk Capital, to explore how asset-based lending offers a uniquely resilient approach to private credit. John explains why WhiteHawk underwrites every loan to the worst-case scenario and how focusing on real, liquid collateral has allowed them to never lose money on a loan, even when borrowers fail. This conversation provides insight into how downside protection drives durable income.

Tune in if you’re interested in…

• How asset-based lending differs from traditional private credit
• Why collateral quality and liquidity matter more than company success
• How WhiteHawk has generated returns even through bankruptcies
• The role of covenants, loan-to-value discipline, and ongoing monitoring
• Why dislocation in credit markets can benefit asset-based lenders

People may cut back in a recession, but they don’t stop buying food. If you’re looking for resilient income in a world of uncertainty, “essential lending” may be a compelling place to start. In this session, Morton Wealth Senior Partner Eric Selter sits down with Rich Gammill of Proterra to explore how private credit works, why it can offer a return premium over public credit, and how lending to businesses across the food and beverage value chain creates durability through economic cycles. Rich shares how Proterra’s unique partnership structure helps generate excess return, why covenants and direct borrower relationships matter for risk management, and what they look for when deciding whether a company is truly lendable. From popsicles and pet treats to popcorn and private-label manufacturing, this conversation highlights how “boring” can be a very good thing when your goal is consistent cash flow.

Tune in if you’re interested in…

• The difference between public credit vs. private credit
• Why “food lending” can be more resilient during downturns
• How Proterra’s structure creates an edge and potential return premium
• Why covenants are a key risk-management tool in private lending
• Real examples of the types of companies Proterra lends to and why

Markets delivered strong headline returns in 2025, but underneath the surface, risks quietly continued to build. In this special episode of THE FINANCIAL COMMUTE, CEO Jeff Sarti and Chief Investment Officer Meghan Pinchuk break down market performance in the last quarter of 2025 while looking ahead to what this year may bring. From AI-fueled stock gains and international outperformance to the role of private credit, real estate, and gold, this conversation cuts through the noise to focus on disciplined positioning.

Tune in if you’re interested in…

• What powered market returns in 2025
• Why market concentration and valuations matter heading into 2026
• The difference between AI hype and sustainable growth
• How international stocks, private credit, and gold played key roles
• What to focus on as policy and rates shape the next cycle

The most important details in a real estate investment are rarely the ones on the first page of the marketing deck. In this candid and often humorous conversation, Chief Investment Officer Meghan Pinchuk and Director of Growth & Advice Chris Galeski explore how real estate funds should really be evaluated. From aggressive assumptions and fee structures to alignment of interests and downside stress testing, they explain why great-looking numbers don’t always translate into great investments. 

Tune in if you’re interested in…

• Common assumptions that inflate projected real estate returns
• Why fees and manager incentives matter more than most investors realize
• How to think about downside risk and stress testing
• The hidden risks of open-ended real estate funds and “easy liquidity” promises

What if generating income wasn’t about chasing yield, but about getting your money back first? At our 2025 Investor Symposium, Michael Grosslight sat down with Brad Allen, Managing Partner of Keystone National Group, to unpack what it really means to build durable income through asset-backed lending. Brad explains how Keystone focuses on tangible collateral—like equipment, real estate, and financial assets—to generate consistent income while prioritizing downside protection in uncertain markets. 

Tune in if you’re interested in…

• How asset-backed lending differs from traditional private credit
• Why collateral quality matters more than borrower projections
• Real examples of how downside scenarios are handled
• How shorter-duration, unlevered loans can reduce volatility
• What makes Keystone’s approach distinct in a crowded private credit market

Generating reliable income in today’s market requires more than chasing yield. It requires structure, discipline, and downside protection. In this session, Wealth Advisor Ian Rennick sits down with Co-Founder of Stormfield Capital, Wes Carpenter, to explain how private real estate lending works, why being “the bank” can offer consistent cash flow, and how first-lien, low loan-to-value loans help protect investor capital. 

Tune in if you're interested in…

• How private real estate lending generates consistent income
• Why first-position, low loan-to-value loans matter for risk management
• What actually happens when a borrower defaults
• How private credit fills the gap left by traditional banks
• Where Stormfield is leaning in and pulling back across real estate markets