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

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 267

Financial Advising Retail Healthcare Economy 267

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

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

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 272

Assets Financial Advising Healthcare Economy 272

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

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.

Healthcare 122

Healthcare Management 122

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

Carson Wealth

SEPTEMBER 5, 2024

Whether you’re enrolling for the first time or considering a change, these tips will help you choose a plan that fits your healthcare needs and budget. It’s a supplemental insurance plan that can help pay some of the healthcare costs not covered by Original Medicare, like copayments, coinsurance, and deductibles.

Healthcare 141

Healthcare Medical Planning Retirement 141

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246

The Big Picture

SEPTEMBER 7, 2022

My mid-week morning train WFH reads: • Interest Rates vs. Inflation The average yields savers earned in the 1980s were higher than inflation, including education, healthcare and housing prices. Average yields remained above healing CPI numbers throughout the 1990s and 2000s. ( Vanity Fair ). • Businessweek ).

Healthcare 304

Healthcare Education Numbers Marketing 304

Advisor Perspectives

DECEMBER 4, 2024

Our research suggests that healthcare firms with sound pay practices may yield healthier returns.

Healthcare 52

Healthcare 52

The Chicago Financial Planner

OCTOBER 21, 2021

Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. An HSA can serve as an additional retirement savings vehicle on top of your IRA or 401(k) to help cover healthcare and other retirement expenses. The rising cost of healthcare in retirement . Click To Tweet. The Bottom Line.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

The Big Picture

OCTOBER 9, 2022

No surprise nobody talked about the bigger picture: Healthcare in the United States and why it is so expensive and so many people so underserved by the profession. The number of new medical schools has been firmly limited; doctors educated abroad are frequently restricted from practicing in the United States.

Medical 334

Medical Education Numbers Healthcare 334

Abnormal Returns

JUNE 16, 2024

profgalloway.com) HCA Healthcare ($HCA) purchased Mission Hospital. (ft.com) Wells Fargo ($WFC) is losing big on its co-branded Bilt credit card. wsj.com) Companies Why Apple ($AAPL) was smart to be a second mover in AI. Complaints about patient care soon followed. wsj.com) Putting Musk aside, U.S.

Financial Advising 200

Financial Advising Healthcare Economy Media 200

The Reformed Broker

MAY 16, 2023

Bullish call on GE Healthcare from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

Healthcare 141

Healthcare 141

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.

Healthcare 105

Healthcare Financial Services Insurance 105

Nerd's Eye View

OCTOBER 20, 2023

Also in industry news this week: The latest update on the status of the Department of Labor's proposed regulation related to fiduciary advice on retirement accounts and why the agency is referring to it as a "retirement security rule" rather than a "fiduciary rule" A report suggests that RIA M&A surged in the 3rd quarter, as large acquirers resumed (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Carson Wealth

OCTOBER 24, 2024

Healthcare Access to quality healthcare is another critical consideration. The availability and cost of healthcare can vary dramatically from country to country. Many countries offer national healthcare systems, but these are often only available to legal residents or citizens.

Retirement 143

Retirement Healthcare Taxes Medical 143

The Big Picture

JANUARY 16, 2023

How do we get paid a sustainable salary, while also having healthcare and supporting the overhead of our work, which often comes out of our own pocket? Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in?

Healthcare 276

Healthcare Engineering Distribution Banking 276

Nerd's Eye View

JULY 29, 2024

For firms looking to standardize procedures and create a system to measure the effectiveness of those procedures, a crucial starting point is to identify what the firm's desired outcomes are.

Clients 246

Clients Communication Healthcare Planning 246

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 174

Healthcare Financial Advisor Marketing Marketing 174

Nerd's Eye View

MAY 17, 2023

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. on a ‘temporary’ visa. However, the system in the U.S.

Taxes 246

Taxes Investing Investments Accounting 246

Nerd's Eye View

FEBRUARY 15, 2023

One possible outcome of ‘superfunding’ an HSA, however, is that the account owner may not actually use up all of their HSA funds over their lifetime, which can have significant tax consequences.

Distribution 246

Distribution Taxes Medical Accounting 246

A Wealth of Common Sense

OCTOBER 12, 2023

Kevin Young joined me again this week to discuss questions ranging from expected returns in corporate bonds, the best month to invest a lump sum, setting up an account to pay for your child’s healthcare costs, where pensions fit into a financial plan and how to allocate assets from life insurance.

Healthcare 138

Healthcare Financial Planning Insurance Accounting 138

Wealth Management

NOVEMBER 21, 2023

The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.

Healthcare 122

Healthcare Wealth Management Management 122

Integrity Financial Planning

OCTOBER 3, 2022

But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. Without factoring in your healthcare costs and looking for cost-saving solutions, you could be spending more than you should for basic healthcare needs. But figuring that out is easier said than done. 1] [link]. [2]

Healthcare 98

Healthcare Retirement Planning Retirement Insurance 98

Wealth Management

JUNE 14, 2024

marriage benefits regulate virtually every aspect of how clients manage taxes, finances, inheritance, housing and healthcare.

Healthcare 109

Healthcare Client Management Taxes Clients 109

Wealth Management

APRIL 15, 2024

Everyone should have a Power of Attorney for Healthcare.

Healthcare 107

Healthcare Clients 107

Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

Financial Planner 245

Financial Planner Retirement Healthcare Numbers 245

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 119

Healthcare 119

The Big Picture

AUGUST 23, 2023

It affects every aspect of your life, from who your spouse is, how successful your career may become, how good your healthcare outcomes are, and how fulfilling your relationships are. The deeper you fall down this rabbit hole, the more you learn exactly how important good judgment and decision making is.

Investing 246

Investing Investments Asset Allocation Healthcare 246

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 119

Healthcare Management Investing Investments 119

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 116

Healthcare 116

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 145

Healthcare Education Planning 145