International College of Financial Planning

NOVEMBER 18, 2024

Later, when I transitioned into business and management consulting (for Healthcare/Pharma, MedTech, Biotech), I was constantly discussing industries, companies, and their financial performance. My mutual fund portfolio had grown steadily, but I hadn’t paid much attention to how it was compounding.

Education

Clever Girl Finance

JANUARY 10, 2025

For instance, inhealth, money enables you to afford nutritious food, fitness memberships, and necessary healthcare services. This could include saving for a down payment on a home, contributing to retirement accounts, or growing an investment portfolio. If you value integrity, shift your portfolio toward ethical investments.

Ethics

Trade Brains

JUNE 15, 2025

Medi Assist Healthcare Incorporated in 2000 and headquartered in Bengaluru, Medi Assist Healthcare Services Limited is a health-tech and insurance-tech company that primarily functions as a Third-Party Administrator (TPA) for health insurance. As of the latest shareholding data, Domestic Institutional Investors (DIIs) hold a 47.65

Healthcare

Yardley Wealth Management

JANUARY 21, 2025

They help you build and manage diversified portfolios aligned with your risk tolerance and time horizon, potentially preventing costly mistakes that self-directed investors might make. Investment Management Is talking to a financial planner worth it for investment guidance?

Financial Planner

Trade Brains

JULY 29, 2025

Synopsis: Bajaj Healthcare reported a 71 percent YoY rise in profit and 13 percent revenue growth in Q1FY26, driven by strong API exports and CDMO traction. The stock in focus is Bajaj Healthcare Ltd , which has a market capitalization of Rs 1,599.53 However, shares fell 7.2 percent to 17 percent YoY. percent during the session.

Healthcare

WiserAdvisor

MAY 29, 2025

Its a great way to invest in strong performers while maintaining balance in your portfolio. Whether youre just starting with a small investment amount or growing an existing portfolio, the time-tested strategies below can help you grow your wealth steadily over the years.

Accounting

Trade Brains

JULY 9, 2025

Healthcare Inflation: The Hidden Wildcard Unlike consumer goods, medical inflation in India runs 12–14% annually , the highest in Asia. Tap into public healthcare schemes like Ayushman Bharat for backup coverage Go for inflation-linked bonds in the RBI’s next auction cycle. Boost health insurance now with 2025 premiums—don’t delay.

Retirement Planning

The Big Picture

JULY 1, 2025

Velina Peneva : I think that the, the clients understand that when you’re thinking about portfolio construction, you can have only so much allocation to a given geography redundancy to a different industry sector. And we need to have a portfolio that can cover liability. And if you look at our portfolio, we are 85% fixed income.

Investing

Trade Brains

JULY 27, 2025

The Company is a service company with a diversified portfolio, including exhibition management, event management, tourism and hospitality, and publication. Niva Bupa Health Insurance Company’s association with these foreign players gives it access to their international healthcare insurance experience. 479.20, down 2.12

Insurance

WiserAdvisor

JUNE 4, 2025

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. These new and emerging assets are now becoming part of how people transact, store value, and diversify their portfolios.

Financial Planning

Trade Brains

OCTOBER 31, 2024

Overall, investing in low-beta stocks can be a strategic move for investors who want to minimize their exposure to market volatility, protect their portfolios against downturns, and potentially achieve long-term outperformance. Alkem serves healthcare needs through prescription medicines, generic drugs, and over-the-counter products.

Manufacturing

Trade Brains

JUNE 18, 2025

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Healthcare & Pharmaceuticals Though never in the limelight, healthcare is a lucrative and essential industry.

Manufacturing

Validea

JUNE 9, 2025

4% These companies span sectors – consumer discretionary, industrials, financials, healthcare, and communication services – but they share a common thread: they’re cheap, most of them profitable, and they’re growing (or will likely see strong growth once the economy starts to expand). 5% UAL United Airlines 7.7 4.2 – 0.0%

Valuation

Clever Girl Finance

APRIL 22, 2025

These include sectors like healthcare, food, repair services, and childcare. These businesses typically operate in industries like healthcare, food, repair services, and personal care. If you’re looking for good businesses to start in a bad economy, the healthcare industry makes the list.

Economy

Harness Wealth

NOVEMBER 12, 2024

Contributions can be deducted from taxable income, and withdrawals can be made tax-free from these accounts as long as funds are used for qualifying healthcare expenses. If you are already using asset location, the end of the year can be a good time to check in on your portfolio allocation to determine if rebalancing is needed.

Tax Planning

Validea

JUNE 11, 2025

While both track major indexes and serve as core holdings in countless portfolios, the similarities stop there. Using Portfolio Visualizer data from 2000 to May 2025, QQQ outperformed SPY slightly with a 7.77% annualized return vs. 7.52%. Healthcare 9.6% large-cap market and acts as a core portfolio holding. innovation.

Valuation

Carson Wealth

MAY 29, 2025

Have Your Healthcare and Long-term Care Insurance in Place According to Fidelitys annual Retiree Health Care Cost Estimate , the average 65-year-old couple will need about $300,000 to cover healthcare costs throughout retirement. Youll get a pretty good idea of what challenges could lie ahead. This is called sequence of return risk.

Retirement Planning

Trade Brains

JUNE 14, 2025

His Portfolio choices are closely tracked by retail and institutional investors alike. They have a wide touchpoint network and SaaS products like payroll and tax software in their portfolio. The company provides services to a broad spectrum of corporate clients in sectors like banking, finance, technology, healthcare, and many more.

Medicine

Trade Brains

JULY 6, 2025

Europe, India, and emerging economies, and it focuses on affordability and accessibility in healthcare. Hindustan Unilever Ltd HUL is one of India’s largest fast-moving consumer goods (FMCG) companies, with a rich legacy and a wide portfolio of brands like Dove, Surf Excel, Lifebuoy, and Lipton. The stock has a current P/E ratio of 19.6,

Valuation

Harness Wealth

JANUARY 29, 2025

Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios. Using an HSA, individuals can lower their current tax liability while growing their savings for future healthcare needs.

Taxes

Trade Brains

JUNE 16, 2025

Why It Suits Retirees: Can provide more returns than fixed-income plans, but must be only a fraction of the portfolio. While safety comes first, retirees need to balance their portfolio too in order to outpace inflation. Every retiree has a unique financial condition, healthcare requirements, and personal goals in life.

Retirement

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. However, Eli Lillys strong market position and the expanding global healthcare demand position it well for sustained growth, especially in the pharmaceutical sector.

Investing

The Big Picture

MARCH 4, 2025

And I think a good example of that is within the innovation economy kind of ecosystem overall where, because it is so interconnected, when you think about VC firms funding, you know, portfolio companies, the, those portfolio companies having founders, they’re oftentimes, they’re repeat founders.

Banking

The Big Picture

JULY 28, 2025

If you are at all interested in fixed income, what the thought process is like in trying to figure out how to structure a portfolio of fixed income, what you think about what affects the returns, you’re gonna see. So we pay our own healthcare and retirement and college. This is gonna be a great podcast for you.

Economy

Trade Brains

AUGUST 8, 2025

This article compares Nippon India Small Cap and Quant Small Cap funds across performance, portfolio, and strategy to help align with your investment goals. Quant Small Cap on the other hand is much more skewed aggressively in favour of financials, energy, and healthcare with a high-conviction strategy that is thematic. in debt.

Investing

Random Roger's Retirement Planning

JANUARY 6, 2025

Before yeah butting me about long term care insurance, I've seen content (sorry no link) about LTC insurance not keeping up anywhere close to the inflation rate of healthcare costs. If you will pull an income from an investment portfolio, what could go wrong? I'm not an expert here, I don't sell insurance.

Retirement

Midstream Marketing

NOVEMBER 6, 2024

Explain how to manage your retirement funds and pay for healthcare. Explain how to manage risks and how to diversify portfolios. Diversifying Your Content Portfolio Having different types of content is important. Retirement Planning: Give tips on how to save for retirement. Tax Planning: Help clients learn smart tax strategies.

Financial Advisor

Trade Brains

JULY 16, 2025

Aarti Pharmalabs Limited Aarti Pharmalabs Limited was established in 2022 following a demerger from Aarti Industries and is engaged in manufacturing active pharmaceutical ingredients (APIs), intermediates, and specialty chemicals, serving global pharmaceutical, biotechnology, and healthcare companies with integrated research-driven solutions.

Pharmaceutical

Workable Wealth

JULY 30, 2025

Why Traditional Risk Tolerance Assessments Fall Short for Midlife Women Standard risk tolerance questionnaires ask simplistic questions: “If your portfolio dropped 20% in value, would you: A) Sell everything, B) Hold steady, or C) Buy more?” It’s generational wisdom applied to modern portfolio management.

Risk Tolerance

Yardley Wealth Management

JUNE 25, 2025

Retirement portfolios are typically divided into three broad categories based on their tax characteristics: Taxed Pre-tax Post-tax Before reviewing the specifics of each category, remember that this blog is intended for informational purposes only and is not a substitute for personalized financial advice.

Retirement

Trade Brains

AUGUST 3, 2025

1,322.35) United Spirits Ltd, a subsidiary of global beverage giant Diageo PLC, is India’s leading alcohol company with a vast portfolio of premium and popular brands. Its debt-to-equity ratio stands at a conservative 0.15, reflecting strong financial discipline and a low leverage profile. United Spirits Ltd (CMP: Rs. Nava Ltd (CMP: Rs.

Manufacturing

The Big Picture

APRIL 8, 2025

But where AI is likely to have some of its most profound impacts is in healthcare. So when you look at the history of healthcare, it really started out as a little bit of chemistry and then it became biology and then it became genomics. Tell us a little bit about the investment opportunities that exist in the healthcare space.

Asset Allocation

WiserAdvisor

JUNE 11, 2025

In your early to mid-30s, your 401(k) portfolio can lean heavily toward equities. However, as you approach your late 30s, say 38 or 39, you may consider thinking about portfolio diversification. Consider diversifying your portfolio to include inflation-protected securities like Treasury Inflation-Protected Securities (TIPS).

Budgeting

WiserAdvisor

JUNE 26, 2025

What many underestimate (often drastically) is the size of the piece of that plan that should be devoted to healthcare. This article is a deep dive into healthcare costs in retirement. The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. to 2 times.

Healthcare

Financial Symmetry

APRIL 22, 2025

Do you expect any healthcare needs for yourself or your loved ones? Now is the time to get curious, not fearful, about your portfolio. Actions You Can Take: Turn Uncertainty Into Opportunity Once youve reviewed your plan, liquidity, and portfolio, what next steps might make sense? Why do I own stocks, and whats my goal?

Marketing

Investing Caffeine

MARCH 25, 2025

While Rothblatt and United Therapeutics may not yet be household names, she is undeniably reshaping the healthcare industry and steering it toward a future of unprecedented, life-extending medical advancements. .’s (AAPL) meteoric rise to a multi-trillion dollar company before he passed away. www.Sidoxia.com Wade W.

Investing

Trade Brains

JUNE 18, 2025

Zydus Lifesciences Ltd Zydus Lifesciences, formerly Cadila Healthcare, is a leading Indian multinational pharmaceutical company headquartered in Ahmedabad. List of Stocks with MACD Crossover to look out for 1.

Pharmaceutical