Investments

Swensen model investment Yale

The Legacy of David Swensen: A Sustainable Investment Model for Modern Investors

In this post, I want to explore the famous Swensen model for building a long-term profitable portfolio. David Swensen was a renowned American economist and investor, widely acclaimed for his innovative approach to portfolio management. As the Chief Investment Officer at Yale University from 1985 until his passing in 2021, Swensen transformed the university’s endowment …

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investment and retirement plan roth ira

Roth IRA vs. Traditional IRA: A Simple Guide

When planning for retirement in the USA, two popular types of individual retirement accounts (IRAs) are the Roth IRA and the Traditional IRA. Understanding their differences can help you choose the right one for your financial goals. What is a Traditional IRA? A Traditional IRA is a retirement savings account where you can contribute pre-tax …

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