© 2019. This material was prepared by Bob Cremerius, CPA/PFS, of Prudent Financial, and does not necessarily represent the views of other presenting parties, nor their affiliates. This information should not be construed as investment, tax or legal advice. Past performance is not indicative [...]
© 2019. This material was prepared by Bob Cremerius, CPA/PFS, of Prudent Financial, and does not necessarily represent the views of other presenting parties, nor their affiliates. This information should not be construed as investment, tax or legal advice. Past performance is not indicative [...]
© 2019. This material was prepared by Bob Cremerius, CPA/PFS, of Prudent Financial, and does not necessarily represent the views of other presenting parties, nor their affiliates. This information should not be construed as investment, tax or legal advice. Past performance is not indicative of [...]
© 2019. This material was prepared by Bob Cremerius, CPA/PFS, of Prudent Financial, and does not necessarily represent the views of other presenting parties, nor their affiliates. This information should not be construed as investment, tax or legal advice. Past performance is not indicative of future [...]
© 2019. This material was prepared by Bob Cremerius, CPA/PFS, of Prudent Financial, and does not necessarily represent the views of other presenting parties, nor their affiliates. This information should not be construed as investment, tax or legal advice. Past performance is not indicative [...]
Executive Summary The stock market is setting a record today on more “hopes and dreams” and supported by cheers from financial media and politicians. Unfortunately, the economic data is diametrically opposed to the stock market moves. Below I summarize a smattering of economic data from a number [...]
Executive Summary The primary driver of stock price increases over the last ten years has been corporate stock buybacks. (See graphs below) The Federal Reserve monetary policy made short term interest rates low, and thus the availability of funds for stock purchases. This also helped drive earnings [...]
Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could possibly cost [...]
Executive Summary Last week’s market volatility appears to have been in response to short-term noise instead of the market cycle. “Hope” has become an investment strategy; especially hope for a trade deal with China. Tweets touting a great deal or great progress sent the market higher. However, [...]
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 J. Alder, September 8, 2016. Important excerpts from the article are provided below: “It is incumbent upon CPAs advising such individuals to ask [...]