Since March of this year, vast and sometimes abrupt changes to our familiar routines have become our new normal. Phased re-opening of schools, workplaces, retail and dining venues create additional uncertainty. We’ve all experienced feelings of anxiety, fear and stress which are normal reactio...

“Pay no attention to what’s behind the curtain” -- The Wizard of Oz. Once exposed, the Great & Powerful Oz wasn’t at all what Dorothy expected. Neither are the current S&P returns. We’re pulling back the curtain to reveal the handful of stocks driving YTD return...

An unprecedented captive insurance industry coalition, mobilized by the Tennessee Captive Insurance Association, Inc. (TCIA), was joined by nearly two dozen captive insurance organizations to file an Amicus Brief before the U.S. Supreme Court in the case of CIC Services LLC v. IRS (‘CIC’...

Is your captive’s investment portfolio built on the proper foundation? Does your investment strategy leave you at risk from a regulatory exam? Are your captive’s investments positioned to survive a period of adverse insurance losses that coincide with a financial market corr...