Archive for May 2025
Fixed Income Update
INVESTMENT COMMITTEE COMMENTARY May 2025 May proved to be a strong month for U.S. stocks as the S&P 500 had its best month since 2023, up 6.3%, rebounding from market lows in April in response to U.S. trade policy. Strong corporate earnings data and a solid jobs report supported equities. The month brought some progress…
Read MoreUnderstanding IRMAA – Medicare’s Income-Related Monthly Adjustment Amount
For high income Medicare beneficiaries, there is a stealth tax that can increase the premiums you pay for Medicare. The Income Related Monthly Adjustment Amount (IRMAA) for Medicare Part B (hospital stays) went into effect in 2007, and for Part D (prescription drugs) in 2011. Part B and Part D premiums include an additional surcharge…
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