The WealthStack Podcast: Strengthening Financial Futures With Healthcare Planning
Wealth Management
JULY 12, 2024
Caribou's Christine Simone details how healthcare planning can differentiate advisors.
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Wealth Management
JULY 12, 2024
Caribou's Christine Simone details how healthcare planning can differentiate advisors.
Wealth Management
JULY 5, 2023
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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Nerd's Eye View
FEBRUARY 5, 2025
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.
Wealth Management
APRIL 24, 2025
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.
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.
Wealth Management
OCTOBER 12, 2023
Recent Nareit research looked at actively-managed real estate funds, REIT balance sheets and the state of ESG among publicly-traded real estate investors.
Calculated Risk
APRIL 8, 2025
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.
MainStreet Financial Planning
MAY 18, 2025
Spend a huge amount of their savings on healthcare premiums and deductibles/co-payments? Latest estimates for retiree healthcare expenses exceed $243,000 over a retiree couple’s lifetime. The post Healthcare Costs Can Shock Retirees appeared first on MainStreet Financial Planning. Apply for government benefits like Medicaid?
Calculated Risk
JANUARY 8, 2025
On the commercial side, data center and warehouse planning drove much of the growth this month, while stronger healthcare and education activity supported the institutional portion. Overall, the strong performance of the Momentum Index this past year is expected to support nonresidential construction spending throughout 2025.
NAIFA Advisor Today
NOVEMBER 12, 2024
NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging.
NAIFA Advisor Today
JUNE 13, 2025
For many Americans, reaching Medicare eligibility marks a noticeable decrease in healthcare spending. Of course, that doesn’t mean that Medicare is free. For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical.
Wealth Management
NOVEMBER 21, 2023
The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.
Wealth Management
JUNE 4, 2025
Analyze how the proposed Big Beautiful Bill affects ETFs in healthcare, clean energy and defense sectors, with potential market implications for investors.
Wealth Management
MAY 8, 2023
Healthcare and residential REITs led the way with gains over 4% in April. Some other segments were down 2% during the month.
Trade Brains
OCTOBER 21, 2023
Blue Jet Healthcare IPO Review : Blue Jet Healthcare Limited is coming up with the IPO which is set to be listed on the NSE and BSE. This article will provide a comprehensive review of the IPO, including an in-depth analysis of the company’s financials and the strengths and weaknesses of Blue Jet Healthcare.
Wealth Management
OCTOBER 2, 2023
Active managers increased allocations to the healthcare, residential and data center sectors in the second quarter, according to Nareit analysis. Hits to CMBS and CLOs are bad news for the commercial real estate financing landscape, reports Commercial Observer.
The Reformed Broker
AUGUST 2, 2022
That’s about what Americans spend directly on healthcare each year. Amazon is going to become your healthcare provider. When you’re the size that Amazon is and you’re looking for growth, the only thing that could really move the needle for you is to attack a massive market opportunity. How does $4 trillion sound?
Wealth Management
APRIL 11, 2023
Diversified Healthcare Trust struck a merger agreement with Office Properties Income Trust, reports McKnights Senior Living. Commercial Observer looks at the conflicting pictures of what's going on in the multifamily sector. These are among today’s must reads from around the commercial real estate industry.
Wealth Management
JUNE 14, 2024
marriage benefits regulate virtually every aspect of how clients manage taxes, finances, inheritance, housing and healthcare.
Wealth Management
APRIL 15, 2024
Everyone should have a Power of Attorney for Healthcare.
Calculated Risk
AUGUST 9, 2022
Commercial planning in July was led by an increase in data center, office and warehouse projects, while fewer education and healthcare projects drove the institutional component lower. In July, the commercial component of the Momentum Index rose 5.5%, while the institutional component fell 2.0%.
Abnormal Returns
NOVEMBER 24, 2024
healthcare system so much worse than its peers? (abnormalreturns.com) And for financial advisors you can sign up for our weekly e-mail newsletter with industry insights. newsletter.abnormalreturns.com) Top clicks this week 'Amazon Haul' is another sign of the degradation of Amazon ($AMZN). theatlantic.com) Why is the U.S.
Ballast Advisors
SEPTEMBER 15, 2023
Medicare Supplements , also known as Medigap plans, are private insurance policies designed to fill in the gaps in coverage left by Medicare Part A and Part B, helping beneficiaries pay for out-of-pocket healthcare expenses such as deductibles, co-payments, and co-insurance. A broker can help. You may be able to change your plan.
Advisor Perspectives
MAY 12, 2025
In the report, Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns.
Calculated Risk
JANUARY 15, 2025
Contacts in several service industries, notably healthcare, continued to see job growth. Labor Markets Employment ticked up on balance, with six Districts reporting a slight increase and six reporting no change. Construction employment increased slightly, while manufacturing employment was flat.
Calculated Risk
MAY 7, 2025
On the institutional side, planning momentum waned for education, healthcare, and government buildings. Office and hotel planning saw a sharp retreat this month, while warehouse and retail planning modestly ticked up. This was slightly offset by an uptick in recreational projects. emphasis added Click on graph for larger image.
Calculated Risk
AUGUST 8, 2024
On the institutional side, healthcare was the primary driver of this month’s expansion. Within the commercial portion of the Index, growth was widespread across all segments. Data centers continued to play an important role in growth, and retail planning has been steadily accelerating over the past eight months.
Calculated Risk
JANUARY 9, 2023
“While some of that will likely erode in 2023 as economic growth wanes, increased demand for some building types like data centers, labs, and healthcare buildings will provide a solid floor for the construction sector.” Commercial planning in December was supported by broad-based increases across office, warehouse, retail and hotel planning.
Calculated Risk
DECEMBER 9, 2022
While education and healthcare projects slowed in November, the institutional component remained net-positive alongside a robust increase in planning projects for government administrative buildings and religious facilities.
The Big Picture
SEPTEMBER 27, 2024
and European healthcare at Citadel and Millenium. Be sure to check out our Masters in Business next week with Vincent Aita of Cutter Capital. The firm is a market- and factor-neutral, long/short hedge fund focused on health-care companies. Prior to launching Cutter, he focused on U.S.
Nerd's Eye View
MAY 12, 2025
For instance, while a firm may serve the healthcare industry generally, an employee advisor might focus specifically on nurses, allowing the firm to connect with a more specific segment without undermining its larger brand. In addition, encouraging a niche focus can help the firm deepen its presence within a broader market.
Nerd's Eye View
NOVEMBER 9, 2022
The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26.
A Wealth of Common Sense
APRIL 27, 2025
The big ideas from the book revolve around the fact that there’s too much red tape when it comes to things like housing, energy, healthcare and technology development. I liked Abundance by Derek Thompson and Ezra Klein because the theme of the book is about doing stuff rather than scarcity. But there.
Nerd's Eye View
MAY 3, 2024
Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)
The Big Picture
NOVEMBER 1, 2024
Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Annie has been named to Forbes’ Midas List as well as Fortune’s Top 20 Private Equity Power Players and Modern Healthcare’s 100 Most Influential People.
Calculated Risk
NOVEMBER 10, 2024
On the institutional side, education and public planning activity expanded, offset by weaker activity in healthcare, recreational and religious projects. Most commercial categories faced declines throughout October, aside from hotel planning – which continued to gain momentum. This month, the DMI was 13% higher than in October of 2023.
Calculated Risk
NOVEMBER 8, 2022
The institutional component was varied, experiencing growth in recreational and education projects, countered by a decline in the number of healthcare and public planning projects. Commercial planning was bolstered by a solid increase in office and hotel projects.
Financial Symmetry
NOVEMBER 4, 2024
Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. What is the difference between an HSA and an FSA?
Calculated Risk
SEPTEMBER 10, 2024
On the institutional side, healthcare was the primary driver of this past month’s expansion, followed by recreational planning. Data centers continued to dominate large project activity, but the rate at which planning projects entered the queue in August moderated after several months of very strong growth.
Advisor Perspectives
JANUARY 14, 2025
We need to face the reality that we’ve chosen a system that prioritizes lower taxes over centralized health care.
Calculated Risk
JULY 10, 2024
On the institutional side, weaker healthcare planning was offset by an improvement in education activity. Data center planning continued to be the primary driver of commercial growth in June, alongside moderate growth in retail, hotels and warehouse projects. In June, the DMI was 7% higher than in June of 2023.
Trade Brains
JUNE 7, 2025
Its core business segments include ferro alloys, power generation, coal mining, agribusiness, and emerging healthcare ventures. The Other segment encompasses the distribution of pharmaceutical products and the company’s agribusiness initiatives, reflecting Nava’s strategic diversification into healthcare and agriculture.
Calculated Risk
SEPTEMBER 11, 2023
August saw a deceleration in education, healthcare and amusement planning activity, fueling the sizable decline in the institutional sector. Also, planning in the sector continues to revert from the strong spike in activity back in May.
Calculated Risk
SEPTEMBER 9, 2022
Commercial planning in August was led by an increase in hotel projects, while fewer healthcare projects drove the institutional component lower. In August, the commercial component of the Momentum Index rose 1%, while the institutional component fell 5.6%. Compared to August 2021, the Momentum Index was up 14%.
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