If you’re in your 50’s, you’re likely enjoying peak earnings in your chosen career. However, while you probably started saving for retirement decades ago, you may be finding it difficult to make significant investments with other expenses—such as paying for the kids’ college and whittling...
These days, market unrest seems to have become the norm and many investors believe It’s likely to remain so—at least as long as the novel coronavirus (COVID-19) pandemic continues to sweep its destabilizing way around the globe. After falling sharply for much of the past month,...
[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...
Diversified, risk-managed, low cost, and tax efficient: These are the primary characteristics that most investors look for in a portfolio. But checking all of those boxes can be a little tricky when so many traditional investments seem to share downside correlation. Finding an asset mix...
Last March saw the yield curve inverted by one basis point when the three-month Treasury bill yield surged above the ten-year Treasury bond yield. It was the first time since 2007 that this magnitude of yield curve inversion has occurred. While the yield curve has been...
There have been many developments in the economy as of late. Not just domestically but abroad as well. The yield curve drama, the complications with the Brexit and the European Union, and many other dramatic events in the political domain. This first fiscal quarter of...
2018 ended with a dramatic shift in market sentiment. With all of the volatility in the stock market right now, how can investors tame it and make the most of it? The last few months have seen oil prices plummet and stock market sell-offs due in...
Alternative assets are on the rise as HNWs look to restructure their portfolios. According to a recent survey by Connection Capital, a boutique investment firm, alternative assets such as hedge funds now make up at least 20% of one in four HNWs’ portfolios. The firm...
Fill in your details below to download our free guide that details how you can Live Better and Plan Smarter.