Archive for April, 2023

The bear markets that began for all major US stock indexes between November 2021 and April 2022 got a reprieve in this year’s first quarter. The bear markets for domestic investment quality fixed income indexes began even earlier, from early to mid-2020, but likewise saw returns improve in this year’s first quarter. The worst returns [...]
The subject of this article was prompted by a recent list serve request for resources, information or guidance on the impact of personal injury settlements on AHCCCS eligibility, to which I responded as follows: “Determining for which program a claimant is eligible for AHCCCS medical assistance is not a straightforward matter. It depends on whether [...]

April 13, 2023


by: Bridget O'Brien Swartz


Categories: Special Needs Planning