Retirement Planning

30 Sep Why Endowments have Outperformed Traditional Investments [Video]

[video width="1920" height="1080" poster="https://davidortizadvisor.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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