Resources
Resources
Why Are Speculators Ignoring Risk?
Executive Summary The first graph below details the S&P 500 being at an all-time high while consumer sentiment is at an all-time [...]
Is Risk Being Ignored?
Executive Summary Two months into 2026 and the stock market was going nowhere, then the Iran war led the S&P 500 down [...]
What is the Outlook for Inflation?
Executive Summary Inflation accelerated sharply in March, with headline CPI rising to 3.3% year over year and jumping 0.9% in a single [...]
What Are Dr. Michael Burry’s Thoughts About Market Values? Part II
Executive Summary This week continues the review of Dr. Michael Burry’s paper explaining some reasons why stock market valuations have set a [...]
What Are Dr. Michael Burry’s Thoughts About Market Values?
Executive Summary This newsletter highlights sections of Dr. Burry’s (famed investor of the movie The Big Short) paper titled: “Foundations: U.S. Market [...]
What is the Impact of Higher Mortgage Rates?
Executive Summary While last week the Fed decided not to change the Fed Funds Rate (the only one they control), long-term rates [...]
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 [...]