Does the Data Support the Cheers?
Executive Summary The stock market is setting a record today on more “hopes and dreams” and supported by cheers from financial media [...]
How Long Can the Charade Last?
Executive Summary The primary driver of stock price increases over the last ten years has been corporate stock buybacks. (See graphs below) [...]
Your Extended Care Strategy
Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 [...]
Was the “Deal” a “Nothingburger”?
Executive Summary Last week’s market volatility appears to have been in response to short-term noise instead of the market cycle. “Hope” has [...]
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 [...]
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 [...]
What Data Suggests a Recession is Near?
Executive Summary If you do not have time to read the entire Weekly Market Update, looking at the first chart is a [...]
Are Investors Being Duped?
Executive Summary Are investors being duped into believing that low interest rates justify higher stock valuations? Are they being told that high [...]
Have We Entered Uncharted Waters?
Executive Summary Over the course of history, corporate fundamental performance and the resulting market cycle have mattered to investors. However, in the [...]