Wednesday, January 28, 2026

Insurance Stocks Are Tanking After This Medicare Proposal

The Trump administration just announced much lower-than-expected Medicare payment increases for Medicare Advantage plans, and the market's reaction was immediate. The sharp drop in stock prices of major health insurance companies led to serious questions about the future of Medicare Advantage benefits, plan availability, and costs for seniors. In this video, I explain the actual meaning of this Medicare payment announcement, why Wall Street reacted so strongly, and how reduced payment growth could affect Medicare Advantage plans in the future. If you're enrolled in Medicare Advantage or considering it, this is an important shift to understand.