A recent case demonstrates the impact that a stock-purchase agreement and life insurance can have (or not have) on the valuation of a closely held company for estate tax purposes. Before diving into ...

Life insurance has long been considered a hard to value asset. Practitioners and planners have dealt with a variety of definitions of fair market value (FMV), depending on the particular application ...

Structure of the insurance agency sale is also important as it can impact how much the seller walks away with.

Of course, there are countless value stocks that are worth mentioning, but this is a concise list of the top 4 undervalued ...

The uncertain macro environment makes Stride Inc. attractive because its low beta protects investors against a recession. Stride is priced like a business with a much higher beta, making its low beta ...

Heritage Insurance Holdings is an attractive investment due to its low valuation combined with its strong growth potential. The company's positive Q4 earnings results provide insights into its ...

Imagine that your home is destroyed in a fire. As you start the process to rebuild your life, a hard reality settles in: Your insurance coverage falls short of replacing your lost personal property.

We believe Copart (CPRT) stock could represent a solid value investment. Currently, it is trading below the average valuation ...