Jorge Cardozo

Jorge Cardozo

Jorge has over eight years of experience in wealth management and economic research, managing more than 600 million USD. He has invested in all types of securities, ranging from traditional assets (fixed income securities and funds, global equity) to alternative assets (real estate, hedge funds, and private equity). Jorge holds an MBA from a top global program.
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Should You Open a Roth IRA or Traditional IRA?

2020 Tax Filing Deadline Extended: 

In an effort to support individuals and businesses during the COVID-19 pandemic, the federal government has extended this year’s tax deadline to July 15. That means that Americans still have another month to file and pay their federal income taxes for 2019.

Investing 101: What is Private Equity Investment?

Every time we think about investments, we are biased to think immediately about the stock market. And for many people around the world, this is the only way to have access to a company's ownership. What if I tell you that there is a vast world of investments in non-listed-in-stock-market companies? This parallel universe of investments is known as Private Equity.

The ABCs of Real Estate Investing

For decades real estate has been an attractive asset for many investors that look for secure returns and high valuations that only keep increasing throughout the years. Many years ago this class used to be exclusive for High-Net-Worth-Individuals, and it mostly still is. However, today, with the increasing middle class around the world looking for more investments, real estate has adapted to..

Investing 101: Fixed income [Bonds], the counterweight in a portfolio

After discussing stocks in last weeks’ blog (How to Build a Stock Portfolio?), this week I want to cover fixed-income investments. 

Investing 101: How to Build a Stock Portfolio?

When it comes to investments, people usually start building their portfolio with stocks. Data from this investment vehicle is more popular, accessible, and appealing to many individuals. Who wouldn’t want the possibility to own a company anyway? 

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