Resources
Resources
How Will the Fed React to Rising Oil Prices?
Executive Summary Recently crude oil prices have risen to over $90 per barrel, largely a result of production cuts by OPEC. Many [...]
What is the State of the Stock Market and Economy?
Executive Summary The Fed’s response to the 2008 Financial Crisis initiated programs which grew their balance sheet from $900 billion to $4.5 [...]
Which Indicator is Right?
Executive Summary This week’s newsletter will be abbreviated as is the Labor Day work week. The inverted yield curve, which has preceded [...]
Has Residential Real Estate Joined the Anomalies?
Executive Summary With mortgage interest rates soaring, many people expected a sudden drop in home prices. The data shows the quantity of [...]
Rising Interest Rates and a Resumption of Student Loan Payments, Are Households Prepared?
Executive Summary Prior to the pandemic, household savings were trending upward and then spiked with multiple rounds of government stimulus money (see [...]
How Much Higher Can Interest Rates Go?
Executive Summary Fitch, one of the three largest credit rating agencies, recently downgraded the U.S. debt rating from AAA to AA+ because [...]
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 [...]