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INSIGHTS
Sharing our perspective on topics that matter.
Medicare Open Enrollment Reminders for 2027
Financial Planning Committee
October 12, 2026
Medicare Open Enrollment for 2027 begins October 15, 2026, and runs through December 7, 2026. During this time, Medicare beneficiaries can review and make changes
Video Discussion: What to Watch Ahead of and Through Midterm Elections
Investment Committee
October 12, 2026
With the midterm elections just weeks away, investors have been weathering a barrage of headlines and political commentary with several key considerations including interest rates, oil prices, geopolitics, artificial intelligence, and corporate earnings.
The Market’s Balancing Act
Investment Committee
October 4, 2026
As the third quarter draws to a close, investors are navigating a market shaped by competing forces. Corporate earnings remain remarkably strong, economic growth has