Resources
How Serious is the U.S. Debt Predicament?
Executive Summary The U.S. Federal debt skyrocketed from $8.8 trillion in 2007 to $34 trillion currently. Additionally, the average interest rate on [...]
What are Speculators Ignoring?
Executive Summary The bear market rally since October 2023 appears to have been based on exorbitant speculation on hopes of six or [...]
What are Full-Time Jobs Telling Us?
Executive Summary Last week the monthly jobs report showed 303,000 new jobs created, exceeding expectations. However, the details reveal substantial increases in [...]
What Causes Stock Market Bubbles?
Executive Summary Some of the reasons used to justify the recent stock market bull market and bubble include: “Don’t fight the Fed,” [...]
Are We in a Casino – Dr. Hussman’s Outlook?
Executive Summary This week’s Update shares Warren Buffett’s comment regarding the current stock market exhibiting casino-like behavior. However, most of this week’s [...]
Is the Market Overvaluation Widespread?
Executive Summary Last week’s issue compared the exuberance in AI stocks (specifically Nvidia) to the Technology Bubble (1990’s-2000) stocks such as Cisco [...]
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 [...]