Newsletters

• HOT TOPIC: Geopolitics and the U.S. Financial Markets

  This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

• Could an HSA Strengthen Your Retirement Strategy?

  After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

• Navigating Medicare Open Enrollment

  The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

• Beneficiary Designations: Who Gets the Money?

  It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.