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Medical Office Deals Slow Down as Rising Rates Reset Price Expectations

Wealth Management

Nevertheless, the medical office sector is still considered a favored asset class among investors. “We know firsthand from deals we’ve been working on that buyers have pulled back and lenders are more conservative,” says one broker.

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Institutional Investors Take a Temporary Break on Medical Office Buys

Wealth Management

REITs and vertically-integrated funds are among the most active buyers of medical office as they are less affected by the higher cost of capital.

Medical 298
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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Additionally, HDHPs typically apply deductibles to nearly all medical services (except preventative care), unlike traditional health plans that often feature fixed copays for prescriptions, specialist visits, and emergency room care.

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FINRA Fines NY-Based B/D for Missing Rep’s Outside Work With Medical Cannabis Company

Wealth Management

The regulator settled with Park Avenue Securities, alleging the firm didn’t properly supervise an unnamed rep for his outside business activities, despite numerous “red flags.”

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

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Former Morgan Stanley, Wells Fargo, Stifel Advisor Convicted in $4M Health Care Fraud

Wealth Management

Kaival Patel was found guilty of conspiracy to commit wire and health care fraud to pocket money raised from fraudulent compound medication prescriptions, according to the DOJ.

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