InSight

Month: November 2020

Articles
Kevin Taylor

Real Estate Investing and More in your Retirement Accounts

Yes, you read that correctly, you can own real estate, land, private businesses, notes, precious metals, livestock, crypto currencies, equipment and more in your retirement accounts. We love telling clients of InSight that there is an investing world beyond what

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Articles
Peter Locke

Backdoor Roth 

If you’re looking for tax free income in retirement getting as much money into your Roth is the way to go. Tax free growth turns into tax free income. Executing on backdoor Roth strategies can be a little confusing but

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Articles
Kevin Taylor

Obituary: the 60/40 Portfolio

The 60/40 portfolio was born in 1952 in Chicago, IL to Harry Markowitz. It received widespread adoption in the investment community and Nobel Prize accolades. The practice of balancing the correlation between stocks and bonds has died; on March 23rd,

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Articles
Kevin Taylor

The Rules of Self-Directed IRAs

At InSight, our clients know that when you understand the rules you make better decisions. Our InSight-Full® plan is about marrying the goals that you have with the right Rules of Self-Directed IRAs and the right strategy. We cannot stress enough

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Articles
Kevin Taylor

How Dentists Can Increase Revenue

There is a wall street mantra, “you can’t cut your way to growth” and that is as true for your dental practice as it is for any publicly traded company. Focusing on increasing revenue is still your best bet for

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Articles
Kevin Taylor

5 quick points on 529s

Manage risk, not return – the timeline for college planning is somewhere between 0 and 20ish years. And unlike most of your investments listing the timetable is a non-starter. Families don’t want to see their children delay college because markets

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