The stock market hit its lowest point of 2020 on March 23.  Since then the stock and bond market have seen positive results. US stocks, as measured by the S&P 500, rallied over 30 percent and investment grade bonds, as measured by the Bloomberg Barclays US Aggregate Bond Index, appreciated just under 4 percent (returns […]

To all of our PLAN Beneficiaries, Colleagues and Partners, Several weeks ago we created and implemented a COVID-19 response plan and approach that has allowed us to continuously serve our beneficiaries and partners while fully complying with the rapidly evolving guidelines provided by the CDC, MA and RI DPHs, Federal and State Medicaid, and other […]

This has been a very stressful and unprecedented period for everyone for obvious reasons. The financial markets continue to show extreme levels of daily volatility and US stock markets are now down over 20% from their peak. Plan of MA & RI investment portfolios are constructed with the understanding that financial markets will become more […]

In October 2019 MassHealth is expected to finalize new regulations regarding financial eligibility. These regulations are expected to effectively disallow funding pooled trusts for people 65 and over. Final regulations have not yet been issued and the effective date of the pending regulations has not been set. Existing trust accounts We do not have any […]