THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
Why Valuations Matter When Investing in Stocks
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Jeff Sarti, CEO of Morton Wealth to discuss market conditions and valuations.
Here are some key takeaways from their conversation:
- Jeff highlights the importance of setting realistic expectations for stock returns, noting that the past decade’s 10-12% returns may not continue.
- Jeff discusses the benefits of investing in various asset classes beyond stocks and bonds, such as real estate and private lending. Diversification can help manage risk and volatility.
- Valuations matter when predicting future long-term returns. Historically, higher starting valuations have been associated with lower future returns.
- Jeff is cautiously optimistic about the market and advises careful consideration of valuations to manage risks effectively.