Resources
Resources
What Could the Future Hold for Unprepared Investors?
Executive Summary Currently speculators continue pushing stock prices higher, justifying the move on technological advances. Similar times in history include the “New [...]
Thinking of a Florida Condo? What You Need to Know.
Executive Summary Prompted by the tragic Surfside condo collapse in Florida, new legislation—the Florida Condo Safety Act—now requires all condo associations with [...]
Will the Results be Different This Time?
Executive Summary The Federal Reserve began cutting short-term interest rates again in September 2024 to address a weakening economy; however, the bond [...]
Can You Separate the Wheat from the Chaff?
Executive Summary In this missive I will share how investors must feel confused when hearing contradictory information about the economy. The wealthy [...]
Is the Carry Trade Unwinding?
Executive Summary Japan’s Nikkei 225 stock index peaked in 1989 and took 34 years to recover after the dramatic decline (see first [...]
Is the Clock Ticking on Social Security?
Executive Summary In 1935 Franklin D. Roosevelt signed the Social Security Act into law. One could claim full retirement benefits at age [...]
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 [...]