InSight

Author: Kevin Taylor

Articles
Kevin Taylor

Insurance Settlers of Catan: A Story of Risk Management

In April, our family welcomed a new member—a delightful, energetic, and mischievous puppy named Catan. From the moment he arrived, Catan has brought immense joy and laughter into our home, quickly becoming a cherished part of our lives. Little did

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Articles
Kevin Taylor

The Value of Tax Alpha

In today’s fiercely competitive investment management landscape, financial advisors are encountering challenges from various fronts, including fellow advisors, brokers/dealers, insurance agents, robo-advisors, and self-directed investors. In this environment, where promising excess returns over market performance is unrealistic in the long

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Articles
Kevin Taylor

Biden’s Proposed Budget on 1031 Exchanges

Analyzing the Impact of Biden’s Proposed Budget on 1031 Exchanges The release of President Biden’s FY 2025 Budget, outlined by the US Department of Treasury in what is colloquially known as the “Green Book,” suggests implementing strict limitations on IRC

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