Resources
Resources
How Has the Government Hidden a Potential Mortgage Crisis?
Executive Summary The Wall Street Journal article entitled “Biden’s Mortgage ‘Relief’ Fuels Higher Housing Prices” sheds some light on how housing prices [...]
What Are the Odds of a Recession?
Executive Summary The National Bureau of Economic Research (NBER) is the official declarer of recessions. Oftentimes a recession is not declared until [...]
Are Home Prices in a Bubble?
Executive Summary Existing home sales, which exclude new homes, fell about 5% in January 2025 (see inset box of first graph for [...]
Does the U.S. Need DOGE?
Executive Summary In case you missed it, President Trump established the Department of Government Efficiency or DOGE. Politics aside, something must be [...]
Are Investors Seeing the Big Picture?
Executive Summary Some of the things impacting the stock market currently include tariff implementation, negotiations over tariffs, DeepSeek, AI, earnings, ISM and [...]
Is DeepSeek a DeepFake?
Executive Summary Futures markets were in a tailspin early Monday due to Chinese AI tool called DeepSeek. Many investors have flocked to [...]
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 [...]