HeyJaredMatthew Sellers
- Indexed articles, last 90 days
- 5
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- Sep 29, 2026
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- Aug 7, 2026
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Where a client's parent lives may decide who pays for the nursing home (opens the original)
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Most wealthy clients assume Medicaid will never touch their finances. Many are right. That changes when a parent needs round-the-clock care and the family learns how the program works in that parent's state. A 50-state Medicaid report card measures how much those state programs differ. It comes from the Heartland Institute, a free-market think tank in Schaumburg, Ill. Kansas scored highest with 74 out of 100. California scored lowest with 22. The average was 45.5. The grades reflect Heartland's
The dinner reservation that moves home prices (opens the original)
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Economists say great restaurants get priced into the homes around them. In resort towns, the effect is bigger, and so is the risk. In a ski town or a beach village, talk about a house usually starts with the view and ends with how far it is to the lift or the sand. More and more, buyers ask a third question before they get to financing: where do we eat? It's a better question than it sounds. A growing body of economic research suggests that restaurants, especially good ones, get priced into near
Refinance-ready borrowers are piling up (opens the original)
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The days of "everybody has a 3% mortgage" are numbered. Millions of pandemic-era ultra-low-rate loans have already been paid off, sold, or refinanced away — and the borrowers left holding today's higher rates make up a fast-growing, genuinely refinanceable pool. That shift is rewriting the risk math for mortgage-backed securities investors, and it has direct implications for originators and brokers racing to be first in line when the next rate dip arrives. At the close of 2021, close to 15 milli
Trump's $500 ACA checks: should advisors care? (opens the original)
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When the White House announced Thursday that nearly 1 million Americans would receive $500 Obamacare refund checks, the news cycle moved fast. For most financial advisors, the more important question is whether the announcement changes anything for their clients. The short answer is almost nothing. The longer answer is where the planning opportunity lives. President Donald Trump said the checks, drawn from a $500 million surplus the White House says accumulated from ACA exchange user fees during
Buried in today's jobs report: Wall Street's own backyard is shrinking (opens the original)
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Most advisors' first read on this morning's jobs report was probably the same one InvestmentNews already published: what a soft July print means for the Fed's next move. Chair Kevin Warsh's committee has now held rates steady for five straight meetings since its last cut in December, and today's report, which showed nonfarm payrolls falling by 23,000 against expectations for a gain, gives policymakers room to keep waiting rather than face fresh pressure to move on inflation alone. Chris Zaccarel
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