InSight

Category: Articles

Articles
Kevin Taylor

What might a Russian war do to markets?

It feels so good to write an article about something other than the virus that shall not be named. And I feel I have a better understanding of geopolitical movements and markets than I did with the nuance of microbiology.

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Articles
Kevin Taylor

Divorce Playbook: Avoiding Financial Victimhood

The most common mistake person going through a divorce can make, is being uninformed about their joint finances before agreeing to divorce. If your spouse has always handled all of the financial decisions in your household; you may find don’t

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Articles
Kevin Taylor

The 8 Financial Musts when Considering a Divorce

Learn and document what you already have. First work to become familiar with what is known. List out every account that you have, its location, the current balance, if and how it’s invested, and what the liquidity situation is like.

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Articles
Kevin Taylor

Divorce Playbook: When Should You Consider Mediation 

Alternatives to the courts for legal separation are called mediation and determining early on if this arrangement is right for you can be important to moving forward. The relationship you have with your spouse might determine much of this, but

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Articles
Peter Locke

The Rich Man’s Roth

Life Insurance…. Let me guess, was your first thought, “are you serious?” If so, don’t worry mine was too. How could life insurance be like anything like a Roth? When I was first presented with the idea that life insurance

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Articles
Kevin Taylor

Why we rebalance?

“Rebalancing is both risk management and capital growth” In this Article: the effect of our recent rebalancing a view of our process in action the result of active risk mitigation Overview Our rebalancing process is an important discipline we maintain

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