If you’re new to Medicare, enrollment process can be complex and challenging. And if you’re already enrolled, the open enrollment period is your opportunity to adjust your coverage and make sure you’re getting the most from your Medicare coverage. In a recent webinar, James Blake discussed what you need to know for the upcoming Medicare… Read More

The economy remained resilient during the third quarter, prompting some excitement that the Federal Reserve (the Fed) could engineer a soft-landing for the U.S. economy. Read More

On Tuesday this week, the ratings agency Fitch downgraded the United States’ credit rating one notch from its highest rating, AAA, down to AA+. This was the first time the U.S. has seen a downgrade since almost 12 years ago to the day, when S&P downgraded it after Congress voted to raise the federal debt ceiling on August 5th of that year. Read More

The year 2023 has started much differently than 2022 as both the stock and bond markets have rebounded from the lows that we saw last October. Despite elevated inflation, rising interest rates, and continued geopolitical disruptions, the U.S. economy has remained resilient, and a recession does not appear imminent. Despite this positive beginning, we are still likely to see slower growth and potentially a recession within the next year as the Fed is expected to possibly raise interest rates two more times and credit conditions continue to tighten. Read More

In a recent webinar, Ryan Green and Cliff Aque discussed alternative investments: how they can broaden portfolio diversification, help lower volatility, and reduce a portfolio’s reliance on public markets for performance. The recording of the event is available below, and we invite you to connect with our team should you have any questions or would… Read More