Resources
Resources
Are House Prices About to Fall?
Executive Summary The median after-tax household income is about $70,000, while the median sales price of houses is $420,000. When including a [...]
Is the Mania Continuing?
Executive Summary Overvaluation in the stock market has reached such extremes even a Federal Reserve Bank governor, Lisa Cook, uncharacteristically mentioned it [...]
Is the Economic Data Reliable?
Executive Summary There are many claiming the U.S. Economy is strong; however, in this issue I am going to point out some [...]
Do Bubbles Last Forever?
Executive Summary Current stock market valuations are pushing the limit of statistical norms. Look at the first graph below which shows the [...]
Inflation Distractions
Executive Summary The following was written by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, at First Trust Advisors, L.P. [...]
How Will the Speculators Fare?
Executive Summary Benjamin Graham (Warren Buffett’s mentor) and David Dodd authored the book Security Analysis, in which they define investment as: “An [...]
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 [...]