Resources
Resources
Is Inflation Heating Up?
Executive Summary In addition to gasoline reaching $4.50 per gallon, because of the war with Iran, the April Producer Price Index rose [...]
What Will the New Fed Chairman Do?
Executive Summary While the consensus had been for the Fed to lower interest rates this year, rising inflation could force new Fed [...]
Is the Stock Market in Sync with the Consumer?
Executive Summary While the stock market continues reaching new highs, one would think consumers would also be doing well. However, according to [...]
Why Are Speculators Ignoring Risk?
Executive Summary The first graph below details the S&P 500 being at an all-time high while consumer sentiment is at an all-time [...]
Is Risk Being Ignored?
Executive Summary Two months into 2026 and the stock market was going nowhere, then the Iran war led the S&P 500 down [...]
What is the Outlook for Inflation?
Executive Summary Inflation accelerated sharply in March, with headline CPI rising to 3.3% year over year and jumping 0.9% in a single [...]
Making Decisions About Life Insurance
Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance [...]
Your Extended Care Strategy
Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 [...]
The Value of Key Employee Insurance
What kind of financial loss would your business face without its key employees? They are worth more than their salaries – their [...]
ILIT Changes: What professional trustees need to know
Watch The Replay Bob Cremerius presented this ILIT webinar on December 15th, 2020 to a select group of invite-only professional colleagues. If you were [...]
Understanding a CPA’s Responsibilities Surrounding Trust-Owned Life Insurance
I am providing a link to The CPA Journal article, “CPAs’ Growing Role in Trust-Owned Life Insurance Planning” by: Chad L. Reyes and Robert [...]