Enterprising Investor
Practical analysis for investment professionals

health care


Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality

Michael S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.

Weekend Reads from India: Cures and Prevention, Time Inconsistency

The preference for cures over prevention is an alluring trap, writes Shreenivas Kunte, CFA, in Weekend Reads from India. Economists have a name for this well-known behavioral trait: time inconsistency.

Health Care Investing: The Promise and the Pitfalls

For Andy Acker, CFA, portfolio manager of the Janus Global Life Sciences Fund, these are especially exciting times for investors in the health care sector. Opportunities abound, as significant advances in understanding the genetic causes of disease have resulted in a surge in new and more effective treatments. At the same time, risks remain and a disciplined approach to stock selection and portfolio construction is imperative for success.

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

What are the pros and cons of long-term care insurance (LTCI)? How do the potential alternatives compare? Does your client have the right plan in place? Susan Hoover considers the options and what you and your clients need to know.

Health Care Is Critical to Wealth Care

Carolyn McClanahan believes that financial planners need to help clients figure out their long-term goals rather than focusing on investments alone. She finds that many financial planners avoid discussing health with their clients despite its significant implications.

From Robo-Conflict to Robo-Collaboration: Approaches for Wealth Managers

Financial advisers looking to strengthen their firm and improve their practice for private clients may find that the best results come not from conflict, but from cooperation.

Linking Health Care Discussions with Wealth Care Results

Advisers should be aware of their clients’ health, talk with them about it regularly, and integrate what they have learned into a more comprehensive and effective financial plan.

Elder Care: An Investment Goal No One Plans For

What are those individual dreams and aspirations that you and your clients plan for? Is elder care one of them? If not, it should be.

Why Financial Advisers Need to Talk to Clients about Elder Care

With baby boomers aging and average life expectancies rising, financial advisers need to address elder care in their conversations with clients.

The Economics of Obamacare (Part 1): The Implications for Health Care Investing

The architects of PPACA emphasize three main goals: to provide access to health care to all; to improve the quality of care; and to find ways to slow or reduce the cost of care. Can the law meet these lofty goals? And what are the implications for investors in hospital and insurance stocks?



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