Resources
Resources
Is the U.S. in a Recession?
Executive Summary The National Bureau of Economic Research, the arbiter for dating recessions, has not yet declared one – although many economists [...]
Has the Fed Distorted Secular Market Cycles?
Executive Summary Stock markets move in long-term (secular) and shorter-term (cyclical cycles). Historically, the Shiller Price-to-Earnings (P/E) ratio could be used to [...]
What Does 2023 Hold?
Executive Summary As 2023 gets underway, the bear market pattern of 2022 continues. After a few down days, another bear market rally [...]
Which Payroll Numbers are Correct?
Executive Summary The December Job’s Report released last Friday provided optimism that inflation is slowing enough to push the FED to “pivot.” [...]
Will 2023 be Better?
Executive Summary Asset classes of all types fell last year, leaving a traditional “buy-and-hold balanced portfolio” consisting of 60% S&P 500 and [...]
How High is the Terminal Rate Projection?
Executive Summary Last week’s Update discussed what could fuel a Santa Claus rally. While the CPI data provided some fuel, Jerome Powell [...]
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 [...]