Endowment Model #6: Bonds When we think of securities we usually think of stocks or mutual funds, but not many people think about debt as a form of equity. Bonds, a form of debt investment, are great additions to investment portfolios, not only because of their transparency...
The Endowment Model #5: Mutual Funds Although the concepts of stocks as an investment vehicle may be easy to grasp, understanding how to properly invest in them is a completely different story. In this need for understanding a new investment vehicle was born, the Mutual Fund. Mutual Funds are great investment vehicles for...
Endowment Model #4: Equities. In this next edition of the Ortiz World Wealth Endowment Model series, we will be discussing one type of Non-Guaranteed asset in particular, equities. An easier and much more recognizable term for equities is stocks. The bread and butter of the investment...
Endowment Model #3 Non-Guaranteed Investments In this installment of the Ortiz World Wealth Endowment Model series, we will be covering Non-Guaranteed asset classes. These asset classes might sound a little more familiar to you but that doesn’t mean that there isn’t anything to learn. As we cover...
Part 2: Explaining asset classes The Endowment method is the bread and butter of not only our investment strategies but also those of Ivy League schools such as Yale and Harvard. What makes this method so effective Is not only the Alternative Investments but the other...
Part 1: Intro to Endowment We have all seen the late-night infomercials promising a million-dollar secret at the low price of $19.99. Everyone has some secret to how they made millions in the market. The reality is, that there is no secret. Everybody wants 3 things...
Every year or so there seems to be a new outbreak or health concern blazing its way across television and internet headlines for weeks. Banners and headlines warn us not to eat German lettuce or sneeze from the hours of 4:00 – 6:00 PM. As much as we...
As we approach our retirement, we can tend to get quite a mixed bag of feelings, thoughts and emotions. For those who are unprepared or unclear what their retirement may hold for them, anxiety and maybe some fear might be swirling in your stomach. And...
For many people who enter the world of investing, Wall Street offers enough options to satisfy their curiosity. But for others, that’s just not the case. Some people would like to make their money do something but have no faith in the market, and don’t...
In the financial world there are different types of financial advisors you can entrust your money to. These advisors of your funds adhere to different laws and standards based on how they can help you specifically. This article is meant to inform you on the...
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