InSight

Month: May 2022

Articles
Kevin Taylor

How to Survive a Bear Attack? (Pt. 2)

Don’t Discard your Strategy During a Recession We own stocks for a very deliberate reason. These equities are inflation resistant, generate cash, and the good companies grow at a rate faster than the economy they are a part of. They

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Articles
Kevin Taylor

How to Survive a Bear Attack? (Pt. 1)

Growing your Investment Balance During a Recession One of the biggest reasons the rank and file investor loses money during a recession is a lack of focus and plan. It is true that markets will get volatile from time to

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Articles
Kevin Taylor

How to Survive a Bear Attack? (Pt. 3)

Get Comfortable with what Risk, Gains, and Returns look like. It is important to remember that the 20%/30%/40% returns stocks and accounts saw over the last 5 years are what is really the annually here. These returns are not sustainable

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Articles
Kevin Taylor

Tax Mitigation Playbook: 1031 Replacement Rules to Know

The 3-Property Rule The 3-property rule states that the replacement property identification during the initial 45 days of the exchange can be made for up to three properties regardless of their total value. After relinquishing their initial property, the taxpayer

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FAQ for 1031s

Understanding 1031 Exchanges: Frequently Asked Questions A 1031 Exchange is a powerful tool for real estate investors looking to defer capital gains taxes while reinvesting in like-kind properties. The exchange allows you to sell one investment property and acquire another

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Articles
Kevin Taylor

Tax Mitigation Playbook: What is a 1031 Exchange?

1031 exchange is one of the most popular tax strategies available when selling and buying real estate “held for productive use in a trade or business or investment”. It allows the owner of a property to exchange one asset for another. Our

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