How to COVID Proof Your Portfolio: Take Steps to Minimize Volatility and Generate Income during the downturn and recovery.
While the COVID-19 pandemic has thrown much of the market into disarray, there are financial and estate planning opportunities that could benefit your portfolio in the long run. Request a complimentary portfolio analysis to get advice on how to effectively segment your assets into buckets, properly sequence future withdrawals to minimize taxes, and allocate a liquidity reserve to ride out future ‘COVID’ like crises in retirement.
Ortiz World Wealth Educational Events
1031 Like-Kind Exchanges & Delaware Statutory Trust
- Featured Speaker: Benjamin Carmona, Managing Partner, Perch
- Date: Friday, November 6, 2020
- Time: 11:00 AM PST
- Registration: Free Private Reserve Webinar Access Pass
What if there was a passive investment solution that allowed you to defer paying tax upon the sale of your investment property…
Are you tired of actively managing your investment properties, but refuse to sell due to the potential tax consequences? Is your portfolio over-concentrated in one market, city, or state? Are you unhappy with the cash flow % based on real estate values today (1-3%)? Are you paying tax on all of the income the property is generating because your depreciation bucket has run dry?
If any of these challenges resonate with you, it’s critical to participate in our upcoming webinar about 1031 tax-deferred exchanges and Delaware Statutory Trusts. The DST is one of the most powerful and relevant (yet underutilized) investment solutions today.
Join Benjamin Carmona, Managing Partner, Perch — who will make the case for why 1031 Like-Kind Exchanges & Delaware Statutory Trust may be optimal for your investment portfolio.
Finding Stability Amidst Uncertainty. Why some Income & Debt Seekers Turn to CRE Credit
- Featured Speaker: Jeff Stirling, Regional Advisory Consultant, FS
- Investment Solutions, LLC
- Date: Wednesday, November 18, 2020
- Time: 11:00 AM PST
- Registration: Free Private Reserve Webinar Access Pass
While U.S. commercial real estate fundamentals are generally healthy, interest rates are flat, yields are getting squeezed, and prices have leveled off due to COVID. In some markets and property types, values have begun to fall. In a market that is likely approaching its cyclical peak, it could be time for investors’ to consider commercial real estate debt.
As investors struggle to find stable income amidst economic uncertainty, we explore why CRE debt investments backed by hard assets may serve as a source of portfolio stability and diversification.
Join. Jeff Stirling, Regional Advisory Consultant, of FS Investment Solutions, LLC, as he makes the case for why considering CRE debt may be right for your investment objectives and why now is the opportune time to explore your options.
Perspectives: Plan Smarter, Live Better
Is Your Passive Portfolio Missing Out on Active
& Alternative Investment Opportunities?
While many financial advisors pull from the same pre-canned model portfolios for every client, Ortiz World Wealth creates custom investment portfolios that may feature an active tilt or exposure to Alternative investments. We base your investment selection on your portfolio’s need for growth, yield, and income. We determine your tolerance for volatility, needs in retirement, and timeframes for milestones and goals. Find out how to optimize your investment portfolio by answering a few questions. Start below.
Ortiz Method: It All Starts with a Conversation About You
32 Years of Experience. Trusted by over 5,000 Families.
Step 1
It's All About You!
We have genuine empathy for our clients and treat them with the respect and dignity they have earned.
Goals & Risk Tolerance
Step 2
Build Your Custom 'O'
Using the Ortiz Method, investment buckets are optimally allocated based on your goals & risk tolerance.
Investment Bucket Allocation
Step 3
Fiduciary Check
We put our clients’ best interests first. No high commissions. Just a flat fee. When you win, we all win.
Reduce Fees and Taxes
Step 4
Invest Like a University
We invest portfolios like Endowments — Hedge Risk, Use Alternatives & Tactically Manage.
Endowment Style Investing
Step 5
Periodic Check-Ups
