How healthy are U.S. consumers right now? A holistic look at the latest consumer data can help us assess what’s ahead for the markets and economy. Capital Market Impact August 23, 2023 consumer spendinginflationinterest rates
Podcast: Mid-year Health Check Kathy Bostjancic and Ben Ayers share their perspectives on the economy so far in 2023. Economic Commentary June 29, 2023 economic growthinflationinterest ratesmarket commentary
Inflation in health care costs offer planning opportunities Financial professionals can provide valuable guidance now to help more people plan ahead for higher health care costs. Client outcomes October 26, 2022 client relationshipshealth & longevity planninghealth careinflation
Healthcare Expenses & Medicare: Discovering What’s Covered, Uncovering What’s Not Understanding what Medicare does and does not cover allows beneficiaries to effectively plan for healthcare costs Client outcomes August 25, 2022 health careLong-term careMedicareretirement planning
Health care costs resume their rise after a COVID-related pause COVID-19 brought a reprieve on the amounts spent on health care. But it’s worth taking the time to examine what brought that slowdown and why it’s only temporary. Client outcomes August 8, 2022 habitshealth careinflationLong-term care
COVID magnified the need to improve access to mental health care. The COVID-19 pandemic didn’t have an impact only on people’s physical health; it also created a mental health crisis. Practice Management July 15, 2022 client relationshipshealth careLong-term caremental health
Planning for health care costs at every stage of retirement planning Help your clients understand the potential costs associated with health care in retirement and be prepared for whatever comes their way. Client outcomes April 15, 2022 client relationshipshealth careLong-term careretirement planning
Medicare 101: Understanding Healthcare in Retirement Help your clients know where to start when it comes to Medicare planning with these Medicare 101 basics. Client outcomes October 13, 2021 health careMedicareretirement planningSocial Security
Connecting health and wealth for a better financial future Positive lifestyle choices have a financial benefit by helping to manage future health care costs. Client outcomes October 6, 2021 client relationshipshealth care
Markets stabilize as seasonal headwinds shift to tailwinds Equity markets have stabilized following a difficult two-month stretch that saw the S&P 500® Index fall by nearly 7% Capital Market Impact October 2, 2023 economic growthinflationinterest ratesmarket commentary