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®

April 2020 Market Update - Trajectory

We are in a new world that has 3 inter-related parts -  Healthcare, Economic, and Financial.

On the healthcare front my biggest concern is the trajectory of the spread of Covid-19 here in the US.  “Current U.S. trends are concerning, suggesting a course potentially worse than Italy. “We highlight five dynamics to watch [which we] believe suggest the U.S. is facing a broad and accelerating outbreak.” (Morgan Stanley Biotechnology analyst)

  1. U.S. cases are growing the fastest globally
  2. U.S. mortality is not slowing despite social distancing
  3. New cases are growing faster than testing capacity
  4. New ‘hot spots’ are exhibiting growth above other regions
  5. U.S. social-distancing measures remain less strict than those of other countries


Read more here

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