Blog
Blog
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 [...]
When Will the Jaws Snap Shut?
Executive Summary History shows economic cycles always have two parts: the bull and bear phases. In a little over the last twenty [...]
How Does the Economy Look?
Executive Summary You may have heard the expression: “a picture is worth a thousand words”. Weekly I write much about the economy [...]
If Not Profits, What? Tweets?
Executive Summary Recent stock market volatility has been impacted by headlines and tweets about trade wars and tariffs. However, digging deeper into [...]
Will Lower Yields Persist in the U.S.?
Executive Summary What is an inverted yield curve, and what is the significance on the economy? A normal yield curve shows shorter-term [...]