Resources
Resources
What is Currency Debasement?
Executive Summary Debasement of the U.S. dollar refers to the loss of its purchasing power, which appears in two basic forms: loss [...]
What is Needed in the Housing Market?
Executive Summary The U.S. housing market experienced a surge in home prices during 2021, driven by low mortgage rates and Federal stimulus. [...]
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 [...]
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 [...]