Is the Stock Market Poised for a Crash?
Posted by Bartholomew & Company on Wed, 01/26/2022 - 16:57
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
Posted by Bartholomew & Company on Wed, 01/26/2022 - 15:25
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
Posted by Presented by Bartholomew & Company on Wed, 01/26/2022 - 13:43
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
Posted by Bartholomew & Company on Fri, 01/07/2022 - 13:25
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?
Posted by Bartholomew & Company on Thu, 11/18/2021 - 15:35
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?
Posted by Bartholomew & Company on Tue, 09/21/2021 - 15:12
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
Posted by Bartholomew & Company on Mon, 08/09/2021 - 09:34
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.
Midyear Outlook 2021: Finding Our Way Back to Normal
Posted by Bartholomew & Company on Thu, 07/15/2021 - 11:46
Halfway through 2021, we can finally see the light at the end of the pandemic tunnel. There has been much progress with public health and the economy. Vaccines have controlled the virus and brought new case growth down to pandemic lows. Millions of jobs have returned as the country has reopened. But as we enter the second half of the year, new problems have emerged: those of success. Labor and supply shortages, plus the shadow of inflation, are calling the recovery into question. The initial bounce back has been strong, but will we get back to normal by year-end?
Here’s What You Should Know About Bitcoin
Posted by Thomas Bartholomew on Fri, 04/16/2021 - 08:55
We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a lot of questions and a lot of curiosity. Is bitcoin just a “scam” that will end in a meltdown? Or does it have the potential to revolutionize financial markets as we know them?
Women and the Pandemic: Planning for a Healthy Financial Future
Posted by Bartholomew & Company on Fri, 03/19/2021 - 10:02
Over the past year, we’ve all felt the effects of the coronavirus pandemic in one way or another. But, as the job losses and unemployment numbers tell us, it’s staggeringly clear that women—particularly women of color—have been disproportionately affected.