Jeff Sarti

Join wealth management expert Jeff Sarti from Morton Wealth as he redefines diversification in investing. He challenges conventional wisdom, advocating for strategic asset selection during downturns. The conversation uncovers the potential of private credit as an alternative to bonds while cautioning about its risks. Sarti also highlights behavioral finance, particularly how familiarity bias, as seen with brands like Apple, can skew investor judgment. The dialogue emphasizes a need for long-term strategies and deeper market understanding amidst current speculative trends.