October 2024

October 16, 2024

Published by Brad Horn on October 16, 2024

Medicare Plan Update 2025

Medicare 2025 – Key Changes and Demographics Today is the beginning of the 2025 open enrollment for Medicare. In response, I share a recent article from the Wall Street Journal. The article is noteworthy as it reveals new challenges tied to the annual contracting process for Medicare Advantage (MA) programs. […]

October 10, 2024

Published by Brad Horn on October 10, 2024

Download – REIT Masterclass

The MasterClass on Real Estate Investment Trusts (REITs) was taught October 7, 2024 at the Magrath Library, UofM St. Paul campus. The focus on REITs is part of an ongoing series of classes on retirement planning that looks at the building blocks for income generation. For example, a REIT is […]

October 2, 2024

Published by Brad Horn on October 2, 2024

September 2024 Returns and Asset Performance

Major Asset Classes August 2024 Performance Comparison Introduction September returns for the S&P 500 index began with a price correction of -4.8% and then rallied back to gain +2.0% for the month, as inflation continued to stabilize and given a jumbo rate cut of 0.5% by the Fed. Moreover, analysts’ […]