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The Investment Office E02: Long-Term Investing, From 0 to Retirement
Автор: Wendy Li, CFA
Загружено: 2025-09-24
Просмотров: 18
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In today's episode, Ivy Invest CIO Wendy Li and CEO Matt Pauker explore the potential impacts of two new proposals from the Trump administration: the opening of 401(k) plans to private markets, and a new tax-deferred investment account for children. Wendy shares thoughts from her experience as an institutional investor, and how those lessons might be applied to individuals looking to maximize the benefits of being long-term investors.
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Learn more about Ivy Invest at https://ivyinvest.co.
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