Resources
Resources
Is This 2008 Redux?
Executive Summary Similarities of the AI Bubble to the Housing Bubble/Financial Crisis of 2008 include the excessive use of debt and complex [...]
Is the S&P 500 Overvalued?
Executive Summary The S&P 500 appears expensive when compared with the fundamentals of the companies in the index. Two common valuation measures—the [...]
Does the AI Bubble Rhyme with the Technology Bubble?
Executive Summary At the peak of the 2000 Technology Bubble, tech and telecommunication stocks comprised about 41% of the S&P 500. Currently [...]
Will the Fed Raise Interest Rates This Week?
Executive Summary As I have written before, the Fed has boxed itself in a corner. The current administration wants lower interest rates, [...]
Is the Money Supply Growing Faster than the Economy?
Executive Summary Every time a crisis occurred in recent history, global central banks have created more money to “paper over” any disruptions [...]
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 [...]
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 [...]