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    What Happened to Bond Prices—And What Lies Ahead?

    If you’re a fixed income investor, there’s bad news—and good news. The bad news: so far this year, rising interest rates have caused bond prices to fall and led to declines for most fixed income investors. You may be wondering what caused this decline and what may be expected for the future (spoiler alert: there’s good news on the horizon). 

    The Ukraine War and Your Investments

    Now that we’re almost two weeks into the Russian invasion of Ukraine, some of the dust is starting to clear around the financial markets. Since the invasion on February 24, markets first rallied, then dropped, and (as of this writing on the afternoon of March 9) now are roughly at the same level as they were before the invasion. In other words, for all the headlines and the tragic damage in Ukraine itself, markets have so far largely shrugged off the impact. Not at all what you would expect.

    The Ukraine Invasion—What Does It Mean for Investor Portfolios?

    Russia launched attacks on Ukraine yesterday, marking the start of the next phase in the Ukraine crisis. It makes sense that the markets are already reacting. Before the market opened, U.S. stock futures were down between 2 1/2 percent and 3 1/2 percent, while gold was up by roughly the same amount. The yield on 10-Year U.S. Treasury securities has also dropped sharply. International markets were down even more than the U.S. markets, as investors fled to the more comfortable haven of U.S. securities.

    Is the Stock Market Poised for a Crash?

    With the recent market pullback, investor concerns are starting to mount. To be sure, there is plenty to worry about—the Omicron wave, inflation, interest rates, and a potential war in Ukraine, just to name a few. Given all the things that could go wrong, is a stock market crash an inevitable outcome?

    The Medicare Advantage Do-Over: What You Need to Know for Open Enrollment

    We’ve all made decisions we wish we could change. If you enrolled in Medicare Part C, also known as Medicare Advantage, during the annual fall open enrollment and now doubt whether it’s the right health insurance for you, you may have the opportunity to complete a do-over.

    Outlook 2022: Opportunity Ahead

    As 2021 wrapped up, the world looked different from a year ago—and yet very much the same. Another wave of the virus emerged, with a new variant more contagious than its predecessor. 

    Grateful and Proud

    Looking forward into 2022 (albeit with some sense of pandemic-related trepidation), we wanted to share our thoughts, reflections, and well wishes to you as the new year begins.

    Do I Need Estate Planning?

    Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your passing, it benefits you while you’re living. A good estate plan includes a plan to manage your financial affairs and health care decisions in the event that you cannot. It can prove invaluable in easing the administrative burden for your family and friends during a time of emotional distress.

    Could Evergrande Kick Off China’s Lehman Moment?

    Yesterday (September 20, 2021), global markets slumped on the news that Evergrande, a Chinese real estate developer, was headed for bankruptcy. For some, it’s brought to mind the great financial crisis in 2008, when a collapsing real estate sector almost took the U.S. and global banking system down, starting with the Lehman Brothers investment bank. In other words, many now fear that Evergrande could kick off China’s “Lehman moment.”

    Defensive Planning for Proposed Tax Increases

    In 2021, the news has been full of reports of proposed tax increases contained in bills submitted to Congress under the Biden Administration. Whether these bills will be approved is uncertain as of this writing (July 30, 2021). With so much legislation making its way through Congress, the time may be right to start thinking about how to play defense against potential tax hikes.