Infographics
Tax Strategies
Tax strategies can vary by client Make sure you are doing everything you can to innoculate yourself, and use every tax strategy that supports your financial goals.
February 1, 2021
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Podcast - NearSight and FarSight
January 29, 2021
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Podcast - NearSight and FarSight
January 27, 2021
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Articles
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
January 17, 2021
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Articles
Location one of the six critical factors in real estate investing
Investing in real estate can be a lucrative way to build wealth, but it’s not a one-size-fits-all approach. One of the most critical factors to consider before investing in real estate is location. Hence the adage “location, location, location!!!” Anticipating
January 6, 2021
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How much should you keep in the bank in relation to your investments?
Great question! So there are a couple of ways to think about this but I will give you what I believe are two simple strategies. One emergency fund + Investments OR The Three Bucket Strategy: First the Emergency + Investment
December 31, 2020
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Do I need life insurance?
Most likely yes. Your financial and family situation will be the deciding factor. If you’re single, have a large amount of savings, and no dependents then life insurance may not be for you. The reason being, unless your savings cannot
December 31, 2020
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Which debt should you prioritize paying off first? Smaller (car) or bigger (home)?
First, read Best way to get out of debt Now that you’ve read that you know that car debt is erosive debt. At InSight, if we can avoid erosive debt we do. With that being said, you still need to
December 31, 2020
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Is there any positive financial reason to charge a credit card other than to raise my score?
Yes. Credit cards when used correctly (i.e. paying the entire balance off monthly) can give you incredible benefits. These include: Credit cards offer more protection giving you greater control over your money. Debit cards are riskier than credit cards. Money
December 31, 2020
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