Resources
Resources
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. [...]
Where Will Oil Prices Go from Here?
Executive Summary In 2026 oil prices have round-tripped from $57 per barrel to over $110 per barrel and then back to around [...]
Where is the Economy Heading in 2026?
Executive Summary Economic growth is the sum of the growth in the labor force and growth in productivity. Recent employment data showed [...]
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 [...]
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 [...]