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Articles

Markets and Investments
Market Updates
Medicare News
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Diversification During These Times

3 / April 8, 2025

The first three months of 2025 marked the worst quarter for the S&P 500 Index since 2022, bringing the benefits of diversification back to the fore. Then came the Trump administration’s “Liberation Day” tariff announcements on April 2, which led to a new round of selling as the announced tariff rates exceeded even the most pessimistic expectations.

Much remains unknown, including the possibility of trade deals being reached. However, with the economy and markets entering uncharted waters, the balance of economic and market risk has shifted unfavorably, in our view.

Read the full article here >

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More Money For Medicare!

Axios, Maya Goldman/ 04/08/2025 / April 8, 2025

Trump Gives MedicareAdvantage A Big Pay Boost  https://www.axios.com/2025/04/08/trump-medicare-advantage-big-pay-increase

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What Will The Trump Administration Do With Medicare Advantage?

Forbes, Howard Gleckman  / 3/14/2025 / March 24, 2025
What Will The Trump Administration Do With Medicare Advantage?

ByHoward Gleckman

, Senior Contributor. 

 I cover tax, budget and retirement policy from WashingtonFollow AuthorMar 18, 2025, 10:41am EDTShareSaveComment1

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getty

Will the Trump administration push more beneficiaries into Medicare Advantage managed care plans? Will the administration limit payments to the insurance companies tha

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How Much Value Does A Financial Advisor Deliver?

Think Advisor - Michael S. Fischer,  / 10/16/2020 / March 17, 2025

https://www.thinkadvisor.com/2020/10/16/how-much-value-does-a-financial-advisor-deliver/

A stethoscope and pen resting on a medical report in a healthcare setting.

Medicare: Potential Changes

Axios - CaitlinvOwens / March 17, 2025

https://www.axios.com/2025/03/14/doctor-pay-medicare-oz-trump

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Market Update; The Propagation of Uncertainty

Loren Bailey / February 22, 2025

Market Update; The Propagation of Uncertainty pdf FFF.pdf

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Why a Financial Advisor Who Collaborates with Multiple Providers is Your Best Ally

January 14, 2025

When it comes to financial planning, one size does not fit all. Your goals, life circumstances, and family dynamics are unique—and so should your financial strategy be. That’s why working with a financial advisor who collaborates with multiple providers, such as life insurance companies, Medicare specialists, and investment firms, can make all the difference. Here’s how such a partnership works and why it’s a game-changer for your financial future.

Holistic Planning for Every Stage of Life

Life doesn’t happen in a vacuum, and neither should your financial planning. A comprehensive approach considers multiple aspects of your financial well-being:

  • Life Insurance: Whether you’re just starti
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Navigating Medicare: How a Financial Advisor Can Help You Find the Right Plan

January 14, 2025

Medicare is a vital program for millions of Americans, but its complexity often leaves individuals feeling overwhelmed. From choosing between Original Medicare and Medicare Advantage to selecting the right Part D prescription plan, the decisions can be daunting. That’s where a knowledgeable financial advisor steps in. By working with Medicare specialists, they ensure your health coverage aligns with your financial goals.

Breaking Down the Basics of Medicare

Understanding the fundamentals of Medicare is crucial to making informed decisions. Here’s a quick overview:

  • Part A: Covers hospital stays, nursing care, and some home health services.
  • Part B: Includes outpatient care, preventive services,
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Life Insurance: A Key Component of Your Financial Strategy

January 14, 2025

Life insurance is more than just a policy—it’s a promise to protect your loved ones and secure your financial legacy. Whether you’re a young professional, a parent, or nearing retirement, life insurance plays a pivotal role in achieving your financial goals. Let’s explore why partnering with a financial advisor who works with multiple life insurance providers is essential.

Types of Life Insurance: Which One is Right for You?

Understanding the different types of life insurance is the first step in choosing the right policy:

  • Term Life Insurance: Offers coverage for a specified term, such as 10, 20, or 30 years. It’s ideal for those seeking affordable, temporary coverage.
  • Whole Life Insurance

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Phone (212) 634-7183
Email lbailey@lifemark.com or loren@lorenbailey.com

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DISCLAIMER

This website is for informational purposes only. Nothing in this website: constitutes an offer or solicitation of financial advice; should be relied upon for the making of any financial decisions; or creates an advisor-client relationship. Persons accessing this information are strongly encouraged to obtain appropriate professional advice before making any financial decision.

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