Wealth Services
Weekly Market Update
Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors.
June 3, 2024
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AREAS OF EXPERTISE
Employee Benefits
Legal Alert: CMS Redesigns the Medicare Part D Prescription Drug Program Beginning in 2025
As a result of the changes to Medicare Part D under §11201 of the Inflation Reduction Act of 2022, on April 1, 2024, CMS released Final Redesign Program Instructions (“Final Program Instructions”) for the Medicare Part D prescription drug program, which are effective starting in 2025.
May 30, 2024
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Wealth Services
Weekly Market Update
Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news.
May 28, 2024
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Journey to Retirement: The Role of Long-Term Disability Insurance
Disability insurance is a critical, yet often overlooked, aspect of planning for your retirement. Learn why disability insurance is essential for income protection and preserving retirement savings, while offering practical steps to integrate it into your retirement strategy.
May 22, 2024
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Litigation Necessitating a Layered Approach to Professional Liability Insurance
Professionals face heightened exposure due to increased litigation, much of it fueled by third-party financing and resulting in so-called nuclear verdicts. The increase in both frequency and severity of losses underscores the importance of securing comprehensive Professional Liability Insurance with sufficient limits, a solution that may require one or more excess layers on top of the underlying coverage.
May 21, 2024
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Wealth Services
Weekly Market Update
Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news.
May 20, 2024
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Can Group, Private Disability Policies Work Together?
A 20-year-old has more than a 25% chance of becoming disabled before retirement age, potentially leading to significant financial hardship. While employer-provided disability coverage can help, it often falls short, making supplemental personal policies crucial for adequate income protection.
May 15, 2024
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Legal Alert: HIPAA Privacy Rules Amended to Require Protection of Reproductive Healthcare Information
On April 26, 2024, the Office for Civil Rights (OCR) at the U.S. Department of Health and Human Services (“HHS”) issued a Final Rule amending the HIPAA Privacy Rule.
May 15, 2024
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Millennials Redefining Retirement
Millennials are reshaping retirement, prioritizing financial freedom over age. Discover their varied retirement plans and challenges like money dysmorphia and debt management.
May 14, 2024
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