InSight

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Articles
Kevin Taylor

When does a Bear look like a Bull? (Pt. 2)

When will a Bear-Market Rally form a New Bull? The market will turn around, they always do, some would argue that they are built to expand. Below are some of the elements we look for to determine if a market

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Articles
Kevin Taylor

When does a Bear look like a Bull? (Pt. 1)

Four things to avoid and four things to embrace when the Bear turns into a Bull.   A Bear Rally is a short, swift, updraft in stocks that can end as quickly as it began. Here are the four signals

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Articles
Kevin Taylor

Using and Improvement Exchange

Imagine being able to sell your appreciated property with all of its gains intact, reinvesting in a new property, and having a budget for improvements, all while enjoying the capital growth of that new property immediately. Guess what? There is

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Articles
Kevin Taylor

The Benefits of an Automatic Savings Plan

What Is an Automatic Savings Plan (ASP)? This is a cornerstone idea for those that have a deliberate and controllable trajectory in retirement. It’s as simple as, if I want to do “x” in retirement, I need to save “y”

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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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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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