Directional Wealth Management Company Overview





The time has come! The annual Medicare Open Enrollment period begins on October 15 and continues until December 7. For 2020 coverage, open enrollment will run from October 15, 2019, to December 7, 2019. During the annual enrollment period (AEP) you can make changes to various aspects of your coverage. This is a great time to review your current coverage to see if you are still in the best plan possible. Please reach out to us to get a quick review, or click here, and we will reach out to you.


From the desk of Jim McCarthy, CFP®, ChFC®

December 2019 - Monthly Outlook  -  Can it Continue?

U.S. Equities closed the month of November near record highs.  The gains have been fueled by optimism that U.S.-China trade issues will be resolved amicably.  I remain skeptical of this. This can clearly be seen in the divergence of consumer confidence and CEO confidence.  Consumers tend to be more near-term focused, while CEOs have to make plans for staffing, capital expenditures and investments going out a year or two. Clearly CEOs are concerned.


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