This week on Your Money Guide on the Side, we’re tackling one of the questions I used to get more than any other—right after “Should I buy gold?” and “Is my advisor secretly bad at this?” We’re talking about how to vet your own portfolio. Not how to invest—that’s for another episode. This is about taking the pulse of your current investments and asking: Does this still make sense for my life? You’ll walk away with 7 practical steps to audit your own portfolio, whether you DIY, use an advisor,...
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This week on Your Money Guide on the Side, we’re tackling one of the questions I used to get more than any other—right after “Should I buy gold?” and “Is my advisor secretly bad at this?” We’re talking about how to vet your own portfolio. Not how to invest—that’s for another episode. This is about taking the pulse of your current investments and asking: Does this still make sense for my life? You’ll walk away with 7 practical steps to audit your own portfolio, whether you DIY, use an advisor,...
Ep 22 - Wendy Li - The Secret Strategies of Billion-Dollar Portfolios
Your Money Guide on the Side
45 minutes
1 month ago
Ep 22 - Wendy Li - The Secret Strategies of Billion-Dollar Portfolios
Wendy Li managed billions for New York’s top institutions — here’s what she thinks individual investors can (and should) steal from the pros. After leading portfolios for the Met Museum, UJA-Federation, and the Mother Cabrini Health Foundation, Wendy now serves as CIO at Ivy Invest. She’s spent decades on the inside — and in this episode she’s walking us through how institutional investors actually make decisions, where regular people go wrong, and what it means to manage risk. 📚What We Discu...
Your Money Guide on the Side
This week on Your Money Guide on the Side, we’re tackling one of the questions I used to get more than any other—right after “Should I buy gold?” and “Is my advisor secretly bad at this?” We’re talking about how to vet your own portfolio. Not how to invest—that’s for another episode. This is about taking the pulse of your current investments and asking: Does this still make sense for my life? You’ll walk away with 7 practical steps to audit your own portfolio, whether you DIY, use an advisor,...
