Join us for our virtual annual investment forum where we bring industry leaders directly to clients to dive deeper into key themes driving the markets and economy. Our goal is to provide diverse perspectives and insights that are not on TV or social media.
Like anything financial planning related, there’s a simple answer, but many potential considerations to keep our heads on a swivel. Let’s start with some simple facts and we’ll build on more complex matters and end with our BIG IDEAS:
Medicare’s annual open enrollment for 2026 runs from October 15 to December 7, with several notable changes to costs, coverage, and plan options that beneficiaries should carefully review. The current government shutdown does NOT affect Medicare nor the open enrollment period.
Financial planning and investment advice is personal. Sounds silly to even type that because most financial firms say that. However, efficiency matters in scaling a business and, oftentimes, process is placed over people. That said, personalization is our secret sauce in developing meaningful relationships and financial plans that align with our client’s values.