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The Economics of Obamacare (Part 1): The Implications …

WEBNow that the U.S. Supreme Court has upheld the Patient Protection and Affordable Care Act (PPACA) — known simply as the Affordable Care Act and more …

Actived: Just Now

URL: https://blogs.cfainstitute.org/investor/2012/07/11/the-economics-of-obamacare-the-implications-for-healthcare-investing/

The Economics of Obamacare (Part 2): Analyzing the U.S.

WEBIt’s impossible to evaluate the impact of the recently affirmed U.S. health care law without delving into the data. In this post, I’ll review the history of the U.S. health …

Category:  Health Go Health

Linking Health Care Discussions with Wealth Care Results

WEBAt the 2016 CFA Institute Wealth Management Conference, she warned that unpredictable health care costs could send an otherwise safe financial plan completely …

Category:  Health Go Health

“We Will Get through This”: A Physician and Venture …

WEBLaurence B. Siegel: Give me a rundown on your thinking about the novel coronavirus or COVID-19 situation. We have heard every possible point of view, ranging …

Category:  Coronavirus Go Health

Long-Term Care Insurance (LTCI): The Good, the Bad, and …

WEBBefore having the conversation about care giving plans there are 6 questions I ask before we talk about what plans to own to protect their cash flow, their …

Category:  Health Go Health

Global Financial Health Check-Up: What’s the Prognosis

WEBThe data demonstrates that immediately prior to the GFC, many banks were operating with wafer-thin levels of equity. While this leveraged up their shareholders’ …

Category:  Health Go Health

Dan Heath: Three Barriers to Upstream Thinking CFA …

WEBDan Heath credits the inspiration for his latest book, Upstream, to a single parable ascribed to the sociologist Irving Zola. “It goes like this,” Heath, a bestselling …

Category:  Health Go Health

Living with Risk: The COVID-19 Iceberg

WEBThe COVID-19 Iceberg. The great 19th century French economist Frédéric Bastiat famously distinguished “what can be seen” from “what cannot be seen.”. …

Category:  Health Go Health

The Seven Kinds of Asset Owner Institutions CFA …

WEBSloane Ortel. Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment adviser that manages distinctive discretionary portfolios of public …

Category:  Health Go Health

What’s in a Factor

WEBThe Low-Volatility Factor: Sector Breakdown. Chart shows all percentages larger than 3%. Source: FactorResearch. The Quality Factor. The Quality factor is a …

Category:  Health Go Health

Authentic Leadership: Bill George on Finding Your True North

WEBBill George, former chairman and CEO of Medtronic and a senior fellow at Harvard Business School, is the author of True North: Discover Your Authentic …

Category:  Health Go Health

Beyond Intention: Diversity, Equity, and Inclusion Require Action

WEBIn the S&P 500 Index, for example, DEI characteristics often vary by sector. In November 2020, we assessed the S&P 500 constituents’ diversity programs and anti …

Category:  Health Go Health

Myth-Busting: The Economy Drives the Stock Market

WEBThe US economy is driven primarily by consumers whose spending accounts for 70% of GDP. The remaining 30% is split almost equally among private …

Category:  Health Go Health

Linkfest: Banks turn blind eye to risky LBO loans; BoE’s Carney on

WEBToday’s most shared: Banks allow borrowers to adjust earnings to report less risk to regulators. Goodhart's law in action, and the Achilles heel of 'big data.' …

Category:  Health Go Health

Power of Attorney: What Every Financial Adviser Should Know

WEBThe most important financial document your clients can sign is a power of attorney (POA). The POA can provide security and continuity to investments and other …

Category:  Health Go Health

Four Considerations for Strong Investment Policy Statements

WEBWhen creating an investment portfolio, you must consider return objectives, risk tolerance, time horizon, taxes, liquidity, legal / regulatory requirements, responsible …

Category:  Health Go Health

ESG Q&A: Moving Beyond Modern Portfolio Theory

WEBWe are talking today with Jon Lukomnik and James Hawley about their new book Moving Beyond Modern Portfolio Theory. Jon is a long-time institutional investor …

Category:  Health Go Health

Redefining the Retirement Income Goal

WEBDistribution of Responses: The Composition of a Retirement Goal That Is a “Need” (Essential) Source: PGIM DC Solutions as of 5 October 2021. While the average …

Category:  Health Go Health

The NMC Health Debacle: Four Red Flags

WEBNMC Health (“NMC”) was founded in Abu Dhabi in 1975 and expanded to become the United Arab Emirates (UAE)’s largest health care company. Listed on the …

Category:  Health Go Health