Finance, Investments, and Accounting

Captives: Is Passive or Active Investing a Better Strategy?

February 1, 2021

The conundrum between a captive insurance company choosing a passive investment strategy versus an actively managed strategy has always existed. For a captive, the choice of an active investment strategy versus a passive one should involve considering a number of factors. Read More

"The Song Remains the Same" (The Peril of Ignoring Investment Risk)

June 16, 2020

Individuals and companies are often too quick to forget about investment risk, or assume the risk probability of the event is too small to happen. Real-life examples also illustrate that there will always be investors reaching for yield, especially in low-interest-rate environments, and when they should beware. Read More

Writing Third-Party Business in a Captive

March 31, 2020

The biggest advantage to writing third-party business through a captive insurance company is that it may provide a tax advantage. Read More

Do Captives Save Money

March 31, 2020

Do captives save money? The answer is yes and no. Read More

Pro Forma Financials for Captives

March 31, 2020

Pro forma financials provide an assessment of the expected financial results for the proposed captive insurance company. Read More