Resources
Resources
What is Concerning About the A.I. Boom?
Executive Summary This week’s newsletter builds on the August 18th issue, which examined circular financing in the A.I. space. Billions of dollars [...]
Is the Treasury Trying to Manipulate Long-term Interest Rates?
Executive Summary Long-term interest rates are typically determined by economic conditions. Last week, in addition to U.S. debt crossing $40 trillion, Treasury [...]
What Lies Under the Hood of the Stock Market?
Executive Summary U.S. stock market capitalization has reached nearly $75 trillion, but many investors may not understand what is happening beneath the [...]
Is the Labor Market Weakening?
Executive Summary Market pundits closely watch the monthly jobs report, but recent large annual revisions—911,000 and 598,000 jobs removed over the past [...]
How Does One Prepare for What Lies Ahead?
Executive Summary Recently I have written about the increase in speculation in the stock market as evidenced by margin debt (see first [...]
Is it Time to Address the U.S. Fiscal Dilemma?
Executive Summary The U.S. currently runs a budget deficit of almost $2 trillion, and total U.S. Federal debt is approaching $40 trillion. [...]
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 [...]