Finance, Investments, and Accounting

"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


BEAT Update: New Provisions Provide Some Help to Captives

December 19, 2019

Treasury recently issued new proposed and final regulations on the base erosion anti-abuse tax (BEAT). The new provisions provide some helpful news to captive insurance companies. Read More


Why Parents Fold Their Captive Insurance Companies

October 25, 2019

As is the case with virtually any type of business, not all captive insurance companies stay in business indefinitely. There are several reasons why parents fold their captives. Find out. Read More


Environmental Risks: The Perils of an "Unlikely" Loss Event

September 9, 2019

Industries such as self-storage facilities, dry cleaner chains, and real estate face environmental risks that are not obvious and are often overlooked. Middle market businesses subject to uncommon environmental risks that may lead to significant losses could benefit greatly from the cost-effective risk coverages afforded through a captive insurance company. Read More


Remove Impacts of Emotion and Reaction When Investing for Captives

August 26, 2019

As part of our ongoing commitment to provide thoughtful commentary concerning issues impacting captives and the broader insurance markets, we spoke with Stephen Nedwicki, institutional investment strategist with Comerica Bank. Our discussion focused on captive investment strategies and the outlook for investment portfolios. Read More