WHAT property do you have? WHY do you want to transfer it? WHO do you want to receive the property? WHEN do you want to transfer it? HOW do you legally transfer the ownership of the property? Answering these five questions will help you develop a plan for transferring your property to the next generation. WHAT types of property do …
Is Volatility Here to Stay?
No portfolio has been immune to market volatility in 2018. A common industry measurement of stock market volatility is The Chicago Board of Options Exchange (CBOE) Volatility Index, aka “VIX”. The VIX tracks the expected 30-day volatility using S&P 500 options. A lower VIX number (10) suggests lower expected short-term volatility, whereas a higher number (22) implies turbulent markets ahead. …


