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How Are Investors Thinking About Healthcare Investment Trends for 2023?
Health

How Are Investors Thinking About Healthcare Investment Trends for 2023?

This article is part of a series sponsored by HLTH highlighting topics that will be discussed at the HLTH conference November 13-16 in Las Vegas. If you were to sum up healthcare investment trends in 2022, behavioral health, healthcare on demand and automation would be among the most active areas of investment. Although digital health funding fell in the third quarter, investors attributed it to factors such as the rise in interest rates, limited market for initial public offerings, and preparation for the risk of a recession. Other noticeably attractive areas include pharma tech and health equity. Here’s how some investors are looking at healthcare investment. They each responded to emailed questions. Steve Kraus is a partner with Bessemer Venture Partners which invests across stage...
A Portfolio Built for the Next Decade | Financial Advisors
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A Portfolio Built for the Next Decade | Financial Advisors

This Nov. 9 marks the 402nd anniversary of the Pilgrims' first glimpse of the New England coastline. And while Plymouth, Massachusetts was not the original destination choice for the Mayflower passengers – it was actually northern Virginia – their journey to America was marked by, among other things, remarkable courage, curiosity and a willingness to quickly adapt to their new surroundings.At first glimpse, the investment landscape for financial advisors today appears to be characterized by more problems and less promise. The current investment landscape includes both high inflation and the low probability that we'll emerge from the Federal Reserve's rate hikes – five and counting so far this year – without an economic recession of some kind.Beyond these gray clouds, though, remains an ...
Why care at home belongs in health equity strategies
Health

Why care at home belongs in health equity strategies

Over the past few years, we’ve witnessed dramatic acceleration in the movement of more healthcare into the home. With healthcare leaders estimating 20-30% of all Medicare spending could shift to the home in the next few years, that momentum is continuing in spite of sluggish permanent payer incentives. Moving care into the home provides value in terms of lower costs and better clinical and safety outcomes, but one topic that doesn’t get enough attention is the opportunity care at home provides to address health equity in our communities. The care models that have arisen in this space, from Hospital at Home to chronic care management, offer better interactions between patients and providers, and allow us to more meaningfully address the numerous factors affecting health equity. The ho...
Is the 60/40 Portfolio Dead? | Financial Advisors
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Is the 60/40 Portfolio Dead? | Financial Advisors

As stocks and bonds sank in tandem this year, market watchers couldn't help but wonder aloud: Has the traditional 60/40 portfolio outlived its usefulness?"Considering the tough year for the markets, the chorus of the 'death of the 60/40' portfolio tends to get louder," says Melissa Shaw, wealth manager at TIAA in Palo Alto, California. Shaw notes that the 60/40 portfolio is down more than 20% for the year, causing many financial advisors and investors to question the viability of the mix. Here are some factors for financial advisors and others to weigh as they consider changes to the way assets are allocated in their portfolio: Pros and cons to a 60/40 portfolio now. Finding a suitable mix of assets. There's no one-size-fits-all strategy. Pros and Cons to a 60/40 Portfolio NowA portf...
Business growth requires effective change management
Business

Business growth requires effective change management

Change is all around us. From technological innovations to cultural shifts in the ways we live, play, and travel, our world is in a constant state of motion. Business is moving faster than ever, too, putting more emphasis on change management, which is now viewed as a necessity to guide companies through major adjustments. But how often is exciting and rapid growth considered a major adjustment? Rarely. And that’s a problem. Change management techniques are vital to bringing companies through adjustments in how we do business, how we must adapt to shifting business needs, or changes that have the potential to create discord among employees. Yet, all too often the need for change management in positive growth situations is overlooked. People assume that companies can absorb this kind o...
Engaging vulnerable populations: Making the right connections for better health
Health

Engaging vulnerable populations: Making the right connections for better health

A woman from a low-income neighborhood chooses not to receive care from her closest health center, which is located in a wealthy community, because of a demeaning interaction she previously had with the office staff there. A Spanish-speaking man whose prostate cancer has been in remission avoids making a follow-up appointment because he’s uncomfortable navigating discussions with staff in English. His daughter would go with him if he asked, but he doesn’t want to impose. Instead, he takes his chances and stays home. As these two examples demonstrate, barriers to healthcare access among those most vulnerable go beyond social determinants of health (SDoH) such as lack of reliable transportation or economic instability. Cultural, racial and socioeconomic barriers also play a role, from ...
Why Illiquid Wealth is Valuable to Financial Advisors | Financial Advisors
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Why Illiquid Wealth is Valuable to Financial Advisors | Financial Advisors

Small business has long been said to be the backbone of the U.S. economy for its ability to create new jobs and spur job expansion. In fact, small business creates two-thirds of new jobs and employs 46.8% of the private workforce, according to 2021 Small Business Administration data. The COVID-19 pandemic hit small businesses hard, especially minority-owned businesses. However, many have rebounded and continue to grow. Financial advisors often market to a niche of potential clients, and business owners are regularly cited as an optimal market. However, when advisors talk with a prospective client about their current investments, rarely do they discuss one of the largest allocations in the client's portfolio – their ownership interest in the business itself. In doing so, they miss out on...
Asset Management Definition | U.S. News
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Asset Management Definition | U.S. News

What Is Asset Management?Asset management is a subset of wealth management and refers to the practice of buying and monitoring securities, real estate and other investment products to generate a return for clients.An asset manager works with individuals, organizations and institutions and oversees their assets, including money, real estate and securities. They may manage their assets through hedge funds, private equity funds, stocks, mutual funds and other investment vehicles. Although the primary goal of an asset manager is to help the client earn money, they also must protect the client's money by assessing and lowering their risk level. They provide these services for a fee, usually calculated as a percentage of the value of the assets they manage.Compare OffersCompare OffersAd discl...