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Financial Planning » The Power of HSAs
May 24, 2018 | Wealth Management
As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …
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Library » Converge: Using HSAs and FSAs Can Lead to a Healthier Wallet
May 22, 2018 | Retirement Plans
While there is no shortage of strategies to consider, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are two vehicles that can help individuals pay for their medical costs. With annual health care expenses coming in at more than $10,000 per person on average, understanding …
Financial Planning » Medicare FAQs
March 22, 2017 | Wealth Management
As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be …
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IndividualMarkets & Economy » Unearthing Opportunities in Biotech
February 22, 2017 | Investment Themes
A number of defining characteristics of markets and economies signal a more challenging environment for investors. Economic growth in the U.S. and abroad remains sluggish, valuations are generally on the expensive side of neutral, forward return expectations are relatively muted, and the number …
Markets & Economy » Hillary, Donald, and Investing
September 26, 2016 | Market Commentary
The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being …
Markets & Economy » Health Care in Emerging Markets: A Compelling Investment Opportunity
March 11, 2016 | Emerging Markets
Many emerging market countries today are struggling to find a new growth model. Those that are reliant on commodity exports have been hit especially hard in the wake of China’s economic transition and a broader slowdown in the developed world that has weighed on commodity prices. Policy …
Library » Regulatory FAQs: The ACA and January 31 Open Enrollment Deadline
January 28, 2016 | Retirement Plans
As a financial advisor, what do I need to know about the Affordable Care Act (ACA) tax penalty on individuals without health insurance? For many, the cost of health care is a very real, recurring expense that requires planning and management. As employers move to defined contribution health care …
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