Resources
Resources
Have Speculators Reached a Fever Pitch?
Executive Summary Recent market movements attributable to “AI” (artificial intelligence) are reminiscent of the 1990’s “.com” era. Recently, Nvidia, a graphics processor [...]
Has the Bear Market Ended?
Executive Summary After losing around 34% throughout 2022, the Nasdaq 100 index has bounced nearly 30% off the lows. Most of this [...]
How is the Consumer Faring?
Executive Summary After over a decade of zero-interest rate policy, a pandemic, and massive government stimulus, inflation finally arrived with a vengeance [...]
Has the U.S. Entered a Vicious Circle?
Executive Summary Last week’s Federal Funds Rate increase of .25% brings the rate over 5%, all part of the Federal Reserve’s fight [...]
Is the Stock Market Strong?
Executive Summary While the S&P 500 has recovered some of its 2022 losses, do not be fooled into thinking all is well. [...]
Can Inflation Erode One’s Savings?
Executive Summary When inflation is running below 2% annually, it does not get much attention. However, last year when it hit 9%, [...]
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 [...]