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Past Commentary & Articles

Market Commentary
August 8, 2022
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Second quarter Gross Domestic Product (GDP) came out on July 28th declining 0.9%, the second straight quarterly decline. The “Are we in a recession or not?” talk turned business TV into a sports debate show. There are convincing arguments on both sides.

Videos
August 4, 2022
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Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.

Market Commentary
July 27, 2022
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The Fed raised interest rates by another 75 basis points. This was not a surprise; it was the expected outcome. Inflation is way too high, and the Fed is moving aggressively to contain it.

Article
July 25, 2022
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Medicare fraud is big business for criminals and an ongoing fight for the U.S. government. Cases of Medicare fraud can include situations in which a provider bills Medicare for services or supplies you never received, or in which a provider attempts to charge Medicare multiple times for an item or service a patient received just once.

Article
July 20, 2022
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It has been an unusual time for the markets as both stocks and bonds have experienced meaningful declines which presents a unique challenge for us as investors. As we acknowledge this reality, we must also be careful not to overreact and abandon the time-tested principles that have seen us through challenging periods in the past.

Market Commentary
July 19, 2022
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Inflation remains the biggest concern hanging over markets with headline inflation reaching a 40-year high; this has created a tough environment for bond investors and the Fed has indicated they will do “whatever it takes” to combat inflation.

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