A Tale of Two Insurance Markets After the OBBBA

Published on September 10, 2025

One gathers steam while the other is regrouping.

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Treasury Investors Ramp Up Bullish Positions Before CPI Data

September 10, 2025
Investors are leaning into bullish bets on US Treasuries ahead of this week’s inflation report, as a recent run of softer-than-expected data opens the door for the Federal Reserve to cut interest rates in September and further ease monetary policy in the months ahead.

Healthcare Mistakes Advisors Make When Clients Retire Early

September 10, 2025
Tax planning and income management are top of mind for most advisors and clients when creating retirement plans, but an oversight I see advisors make again and again is not considering how their clients will receive healthcare coverage if they retire before 65.