Resources
Resources
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 [...]
Are They Walking a Tightrope?
Executive Summary The Fed is boxed in on how to deal with inflation, with the weakening jobs market combined with the possible [...]
Is it Crazier This Time?
Executive Summary Much of this issue is from a recent Reuters article by Edward Chancellor entitled "Stock market frenzy is a loud [...]
How Are Stock Valuations Justified?
Executive Summary During stock market bubbles, investors become convinced markets can only rise. Justifications for high valuations such as it is a [...]
Has the Stock Market Ever Been This Irrational?
Executive Summary A good measure of the reasonableness of stock market prices is the Price to Sales ratio, mainly because gross sales [...]
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 [...]