InSight

Category: Articles

Articles
Kevin Taylor

Let Bitcoin Fail

Let Bitcoin Fail Before it becomes, too big to fail also. The Federal Reserve and Treasury need to establish a better policy regarding their role and behavior when Bitcoin fails. Continued ‘bailout’ for speculative players in the market has a

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Articles
Kevin Taylor

What are the Fiduciary Responsibilities?

A fiduciary is a person or organization entrusted with the responsibility of managing assets or property on behalf of someone else. A fiduciary has a legal obligation to act in the best interest of their client or beneficiary and to

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Articles
Kevin Taylor

Passive Tax vs Active Tax Strategy

Key InSights: Too few investors have an active tax strategy The efficiency or a potential write off should not be the reason you own or sell an investment Managing federal and state income taxes is a year-long process Taxes are

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Articles
Kevin Taylor

What should I know about Bitcoin?

Let me be clear from the beginning, there is a demand for a stable value, inflation-resistant currency in the world. It’s not Bitcoin.  Bitcoin might be the first through the door, it may revolutionize the zeitgeist ways we discuss the

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Articles
Kevin Taylor

Critical questions that investors should discuss

What is the investment objective, and what is the time horizon for achieving it? What is the risk tolerance of the trust or family office? What is the desired return, and what is the asset allocation required to achieve it?

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Data Center
Articles
Kevin Taylor

The New Technology Land Rush: Data Centers

Few can doubt that the future of investment in America is in technology, and the future of technology is in data. As Texas deals with a historic cold snap the nation is seeing the knock-on effect of power supply affecting

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Articles
Kevin Taylor

What to include in an Investment Policy Statement?

Investment objectives: The first step in drafting an IPS is to define the investment objectives clearly. This includes the risk and return objectives, which will guide the investment decisions. The IPS should also state the investment horizon, which determines the

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Boulder Financial Planning Experts
Articles
Kevin Taylor

How to draft an Investment Policy Statement?

Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the

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Articles
Kevin Taylor

How to draft an Investment Policy Statement?

Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the

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