Resources
Resources
Is Inflation Solved?
Executive Summary New Federal Reserve Chair Kevin Warsh faces a difficult decision on interest rates amid conflicting economic signals and persistent inflationary [...]
Is Risk Amplified by Margin Debt?
Executive Summary Currently stock market valuations, which are notably bad timing measures, are near all-time highs (see first graph). Investors are paying [...]
What Do Consumers Need to Feel Better?
Executive Summary Although the University of Michigan Consumer Sentiment Index rose slightly in June, it remains near the lowest level on record [...]
What Will New Chair Warsh Announce at His First Press Conference?
Executive Summary New Fed Chair Kevin Warsh faces a difficult balancing act ahead of next week’s FOMC meeting. A stronger-than-expected jobs report, [...]
Why Does Warren Buffett Prefer Cash Today?
Executive Summary Warren Buffett’s Berkshire Hathaway is currently sitting on about $400 billion of cash, and most speculate the reason is prices [...]
Is Inflation Heating Up?
Executive Summary In addition to gasoline reaching $4.50 per gallon, because of the war with Iran, the April Producer Price Index rose [...]
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 [...]