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  • Blockchain is coming to health care

    Summer 2018
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 768

    Abstract: Many are proclaiming blockchain technology the “next big thing” in a wide range of industries. Whether blockchain can live up to its reputation remains to be seen, but experts agree it has the potential to bring significant positive change to health care. This article explains what blockchain is and how it can be helpful in a medical context to make patient records more accessible, maintain data security and share clinical trial data, among other things. A sidebar notes some potential hurdles to using blockchain in a health care setting.

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  • How much does that cost? New fee disclosure rules

    April / May 2011
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 768

    Abstract: Last fall, the Employee Benefits Security Administration (EBSA) released its long-anticipated and groundbreaking final rule on 401(k) plan fee disclosures. The rule holds more retirement plan sponsors and employers accountable for their fiduciary duties and affects almost half a million retirement plans in the United States. This article reviews the final rule.

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  • Bond investing 101: Interpreting the yield curve

    May / June 2010
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 768

    Abstract: Conversations about the bond market can quickly become technical, but the yield curve is a straightforward analytical tool that can provide insight into current market conditions, the interest rate environment in the bond market and perhaps even the direction of the economy. The yield curve is a graph that tracks the interest rates that bonds pay across a range of maturities, and is constantly shifting based on a variety of market and economic conditions. There are four basic shapes to the yield curve: normal, flat, inverted and steep.

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  • Preparing for the unexpected – Buy-sell agreements can steady businesses in uncertain times

    Spring 2009
    Newsletter: Valuation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 768

    Abstract: To guard against the negative consequences that could arise from events such as the death or disability of a partner, the divorce of a family business owner, or a shareholder dispute, companies need to be prepared. A buy-sell agreement can steady a business in uncertain times, and valuation considerations play an integral role in effective agreements. This is why an appraiser is needed to address areas such as insurance coverage, buyout terms, and choosing the correct standard of value. A qualified appraiser also knows how to avoid simplistic or outdated formulas in determining the appropriate value.

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  • Should you put your trust in a living trust?

    March / April 2009
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 768

    Abstract: A living trust offers three key estate planning benefits: 1) It’s a means to bypass the probate process, 2) it acts as a blueprint for handling a person’s affairs and 3) it separates marital assets for married couples in community property states who had a substantial amount of property before the marriage. This article details how a living trust works.

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