Resources
Resources
What is a Debt Cycle?
Executive Summary Economist John Mauldin wrote several articles reviewing hedge fund manager Ray Dalio’s book “How Countries Go Broke: The Big Cycle.” [...]
Are the Markets Reflective of Reality?
Executive Summary From the bottom of the Financial Crisis in March of 2009, the S&P 500 climbed to a recent high of [...]
Is the Road Getting Shorter?
Executive Summary While the stock market is rising, so also is the U.S. Federal Debt. Currently the balance is rapidly approaching $38 [...]
Are There Issues with the GDP Numbers?
Executive Summary Recently the Bureau of Economic Analysis (BEA) released their final number for second quarter 2025, real annualized GDP growth at [...]
What Will the Fed Do From Here?
Executive Summary The one piece of the economic puzzle which had appeared to defy gravity was employment; however, the picture changed with [...]
Was the Payroll Revision the Last Straw?
Executive Summary The one piece of the economic puzzle which had appeared to defy gravity was employment; however, the picture changed with [...]
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 [...]