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Real Estate Portfolio Tips from CWO

Your Portfolio Should Include Private Real Estate Investments When Possible

Recent market volatility has left investors speculating when the markets might exhibit a deep, prolonged correction. A diversified portfolio, including real estate, can help balance risk and return. From September 18, 2018, through December 24, 2018, the S&P 500 Index declined almost 20%. The year-end pullback was a stark contrast to previous years’ low volatility…
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Estate Planning Technique: Grantor Retained Annuity Trusts

What comes to mind when you hear the term “estate planning?” For some people, this topic can be complicated and overwhelming. However, once you understand what it means, you will better understand the solutions. This article defines what estate planning is and gives you an introduction to one estate planning technique: Grantor Retained Annuity Trusts…
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