Click here to view our step-by-step guide to using Medicare’s Find-a-Plan website for Part D prescription drug plan comparison and enrollment.
Q3 2021 Market Commentary & Review in Charts
Markets started the third quarter on a strong note but mostly gave up the gains especially in September…Read my full quarterly commentary here.
Takeaways from Our Recent Client Feedback Survey
We recently wrapped up one of our periodic Client Feedback Surveys, and I thought I would share some of the things…Click to read more.
2021 Q2 Market Commentary & Review in Charts
The economy and the equity markets made significant progress during the second quarter…Read my full quarterly commentary here.
2021 Q1 Market Commentary & Review in Charts
The twelve-month period ending March 31st was perhaps the most globally traumatic year since….Read the full commentary here.
2020 Year-End Commentary & Review in Charts
2020 felt like an amalgamation of 1918, 1968, and 2000, with a bit of 1876 thrown in…Read the full commentary here.
2021 Medicare Find-a-Plan Step-by-Step Guide
Click here to view our step-by-step open enrollment guide to using the Medicare Find-a-Plan website for Part D prescription drug plan comparison.
2020 Q3 Market Commentary & Review in Charts
Stock markets across the globe posted positive returns for the third quarter, despite September…Read the full commentary here.
2020 Q2 Market Commentary & Review in Charts
The second quarter was an exceptionally positive one, with markets around the globe rebounding…Read the full commentary here.
A Short Update on Where We Are
After enjoying a sharp and quite unexpected ten-week rebound from the depths of despair in March, Thursday’s 6% drop…Click to read more.