Blog

04 Oct How to recession proof your portfolio [Video]

[video width="1920" height="1080" mp4="https://ortizworldwealth.com/wp-content/uploads/2019/10/recession-proofing.mp4" poster="https://ortizworldwealth.com/wp-content/uploads/2019/10/recession-proof-portfolio.jpg"][/video] Economic recessions are never pleasant. But they’re an unfortunate reality that investors have to deal with from time to time. While it’s impossible to predict when a recession will hit, there are often clues that warn of a potential economic downturn. If you’re...

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30 Sep Why Endowments have Outperformed Traditional Investments [Video]

[video width="1920" height="1080" poster="https://ortizworldwealth.com/wp-content/uploads/2019/09/endowment-university-1.jpg"][/video] U.S. endowments are exceptionally well resourced and have access to the best fund managers and private equity programs, which contributes significantly to their investment success. By adopting a more dynamic, proactive version of the asset-allocation principles used by these endowments, it is...

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30 Aug July 2019 Market Update

This past month has been quite eventful to say the least. (insert news headlines from July) With so much going on, and so many ups and downs in the market, it’s important to cover the basics and get a general idea of where the market...

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21 Aug Economic Update 08/21/2019

Things are heating up. The new developments in politics globally, and here at home are changing the economic landscape. As drama in Hong Kong escalates, other countries (including the U.S.) have been pressured more and more to become involved in the situation. It is likely...

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16 Aug Saving Money = Making Money

Many of the times that we find ourselves looking at our bank account, we are regretting the avenues our money went down, thinking of better paths our coin could've ventured. We wish we could've spent our money more wisely, and many times that wise decision...

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13 Aug Market Update 08/13/2019

The past week has been a roller-coaster for the market. Ups and downs have been fueled by the trade talks with China and that doesn’t seem to be changing anytime soon. The talks that happened this morning between the States and China seemed to be for...

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09 Aug US – S&P 500 SPDR Sectors

The S&P 500 Index plunged 3.0% on Monday, compounding the previous week’s losses (- 3.1%) as the U.S.-China trade war escalates, marking the worst single day of trading in 2019. With the 10-year Treasury note rates falling to 1.74%, one of the market’s most-trusted recession...

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