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The WealthStack Podcast: Strengthening Financial Futures With Healthcare Planning

Wealth Management

Caribou's Christine Simone details how healthcare planning can differentiate advisors.

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How Retail Healthcare Is Creating New Real Estate Opportunities

Wealth Management

Healthcare providers’ preference for retail spaces has put them in competition with bricks-and-mortar retailers, triggering a race for premium retail spaces.

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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.

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Four Tips to Guide Conversations About Healthcare Proxies

Wealth Management

Financial advisors can guide clients through healthcare proxy selection with practical tips, scenarios and strategies to ensure end-of-life wishes are documented and honored.

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How To Optimize Cash Flow: Your Roadmap To Resilience!

Speaker: Genevieve Hancock, CPA

Drawing from years of experience across industries ranging from healthcare to media and financial services, our esteemed speaker will walk you through proven methods that finance professionals can adopt to build resilience in cash flow management.

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Active Fund Managers Increased Allocations to Healthcare, Residential and Data Center REITs

Wealth Management

Recent Nareit research looked at actively-managed real estate funds, REIT balance sheets and the state of ESG among publicly-traded real estate investors.

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Leading Index for Commercial Real Estate Decreased 7% in March

Calculated Risk

On the institutional side, planning activity slowed for education, healthcare and government buildings. On the commercial side, weaker planning activity for warehouses, data centers and retail stores drove this months decline. Meanwhile, hotel and office planning continued to accelerate. The commercial segment was up 32% from March 2024.