Resources
Resources
Is a Soft Landing Likely?
Executive Summary With last quarter’s credit and government-spending inspired 5.2% annualized GDP print, combined with the Atlanta Fed’s November 22 GDPNow estimate [...]
Is the Consumer Really Strong?
Executive Summary Citing strong retail sales, financial pundits are espousing a strong consumer. However, they appear to be omitting the impact of [...]
What Will the End of This Bear Market Look Like?
Executive Summary The bear market rally of the last three weeks reversed the previous three-month downturn. Technically speaking the markets were very [...]
Why Haven’t Home Prices Plummeted?
Executive Summary With mortgage rates fluctuating between 7-8%, consumer sentiment for house buying conditions has dropped to the lowest level since 1982 [...]
Did Last Week Mark the End of the Bear Market?
Executive Summary The S&P 500 Index rose five consecutive days last week, ending the week nearly 6% higher. However, note this move [...]
Is the Outlook for Economic Growth Rosy?
Executive Summary Third quarter real GDP grew at a 4.9% annualized rate, yet many people are expressing concern about rising interest rates [...]
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 [...]