Wealth Management

APRIL 15, 2024

Everyone should have a Power of Attorney for Healthcare.

Healthcare 268

Healthcare Clients 268

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.

Healthcare 299

Healthcare 299

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.

Healthcare 105

Healthcare Pharmaceutical Media Manufacturing 105

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.

Healthcare 299

Healthcare Management Investments Investing 299

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?

Healthcare 258

Healthcare Marketing Marketing 258

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.

Healthcare 290

Healthcare 290

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.

Healthcare 173

Healthcare Financial Advisor Marketing Marketing 173

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%.

Healthcare 362

Healthcare Education Planning 362

Integrity Financial Planning

MAY 30, 2023

Healthcare insurance is a crucial aspect of managing one’s health and finances. 5] It’s important to make sure that your preferred healthcare providers are in the plan’s network to avoid unexpected out-of-pocket costs. It’s important to consider the total cost of the plan when choosing one.

Healthcare 89

Healthcare Retirement Medical Insurance 89

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.

Healthcare 97

Healthcare Medical Insurance Financial Planning 97

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.

Economics 162

Economics Manufacturing Nonprofit Transportation 162

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.

Healthcare 331

Healthcare Planning Retail Economics 331

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.

Healthcare 264

Healthcare Education Retail Planning 264

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 (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

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.

Healthcare 358

Healthcare Education Planning Government 358

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.

Healthcare 294

Healthcare Economy Numbers Assets 294

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.

Accounting 246

Accounting Taxes Healthcare Medical 246

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.

Healthcare 313

Healthcare Education Planning Numbers 313

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.

Healthcare 300

Healthcare Planning Retail Economics 300

Abnormal Returns

JUNE 11, 2024

economy is increasingly driven by healthcare spending and employment. (institutionalinvestor.com) Retail Why retailers are pushing loyalty prorams. vox.com) The world's largest Buc-ee's has opened in Texas. axios.com) Economy The U.S. ft.com) Nursing homes have a staffing problem.

Financial Advising 266

Financial Advising Retail Healthcare Economy 266

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.

Healthcare 278

Healthcare Planning Education Retail 278

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?

Healthcare 64

Healthcare Accounting Taxes 64

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.

Healthcare 111

Healthcare Taxes 111

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.

Healthcare 304

Healthcare Planning Education Economics 304

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%.

Healthcare 264

Healthcare Planning 264

The Big Picture

MAY 21, 2023

Media Matters ) • Envision Healthcare files for Chapter 11 bankruptcy Envision suffered from declining profits amid hurdles from the COVID-19 pandemic and prolonged legal battles with health insurer UnitedHealthcare. ” ( Healthcare Dive ) see also Health Insurance Claim Denied? billion including debt.

Insurance 299

Insurance Healthcare Nonprofit Ethics 299

The Big Picture

OCTOBER 25, 2024

She has been named to the Forbes Midas List (5X), Top 100 Venture Capitalists, and 100 Most Influential People in Healthcare. The firm was named one of the 10 best-performing venture capital firms in the world. She has received multiple Lifetime Achievement awards as well.

Healthcare 294

Healthcare Management Investing Investments 294

Calculated Risk

MAY 8, 2024

On the institutional side, education and healthcare planning activity receded again – in part, driven by another month of weak life science and R&D laboratory activity. Warehouse planning was basically flat. Year over year, the DMI was 1% lower than in April 2023.

Healthcare 267

Healthcare Planning Education Economics 267

Calculated Risk

OCTOBER 10, 2022

The institutional component saw a notable increase in research and development laboratory projects in the education sector, with solid contributions from healthcare and recreation projects entering the planning process. On the commercial side, the figure was primarily bolstered by an influx of data centers entering the planning queue.

Healthcare 264

Healthcare Education Planning 264

Abnormal Returns

NOVEMBER 5, 2023

healthcare system is increasingly difficult to navigate for patients. (theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." ritholtz.com) Policy Why continuing to raise the RMD age is a mistake. crr.bc.edu) The U.S.

Assets 271

Assets Financial Advising Healthcare Economy 271

Calculated Risk

MAY 9, 2023

Institutional planning remained flat, as weak education planning offset growth in healthcare and amusement projects. Commercial planning in April was pushed down by sluggish office, hotel and retail activity. Year over year, the DMI remains 11% higher than in April 2022. emphasis added Click on graph for larger image.

Healthcare 259

Healthcare Economics Planning Education 259

Calculated Risk

MARCH 7, 2023

Institutional planning was driven higher by growth in education and healthcare projects, notably the continued investment in research laboratories. Commercial planning in February was bolstered by almost 20% growth in office planning activity, as data centers continued to steadily enter the planning queue.

Healthcare 276

Healthcare Economics Planning Education 276

Nerd's Eye View

JANUARY 8, 2024

represents our current state of healthcare, in which genetic makeup and the environment play a major role in illness and disease, and where the focus of doctors lies primarily on the administration of treatments to cure and mitigate human ailments; and Medicine 3.0 In the context of the financial planning industry, whereas Financial Advice 1.0

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Calculated Risk

APRIL 10, 2023

Institutional planning weakened more substantially, as healthcare fell 17%, education dipped 6%, and amusement planning activity dropped 14%. Commercial planning in March was driven down by less projects in the office and warehouse sectors, decreasing 29% and 11%, respectively.

Healthcare 257

Healthcare Banking Education Planning 257

Abnormal Returns

AUGUST 4, 2023

qsrmagazine.com) Do you really want to get your healthcare from Dollar General ($DG)? (theverge.com) Companies Netflix ($NFLX) changed how content is made. Hence the Hollywood strikes. theatlantic.com) Cold drinks make up some 75% of Starbucks ($SBUX) sales. wsj.com) Reading Morgan Housel, "A good reading filter is more art than science.

Economics 246

Economics Financial Advising Healthcare Economy 246

Abnormal Returns

DECEMBER 23, 2022

neckar.substack.com) Non-finance Cardiff Garcia talks AI with Avi Goldfarb, Rotman Chair In Artificial Intelligence and Healthcare At The Rotman School Of Management and the co-author of the new book, "Power and Prediction: The Disruptive Economics of Artificial Intelligence".

Media 243

Media Healthcare Economics Management 243