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Home » HSAs

Posts in category: HSAs

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Our First Birthday Update

August 11, 2022
by Joe Andelin HSAsInvestingTools

DLC’s core portfolio at its one-year birthday has returned 3.2% in excess of the market S&P 500 total return indexOne year through July 28, 2022, and a return of -3.3% compared to the S&P 500 Total Return of -6.5%.. First laps don’t tell much but ...

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The Savings Industrial Complex

March 11, 2022
by Joe Andelin HSAsInvestingThought Leadership

In 1961 President Dwight Eisenhower gave his famous farewell address, warning about the military-industrial complex and the proclivity of monied groups to wield their interests to promote war. There exists other industrial complexes, where excess is p ...

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The Alchemy of Health Savings Accounts

August 20, 2021
by Joe Andelin HSA InvestingHSAs

Alchemy is for more than quacks. Even Isaac Newton dabbled in it. But it means more than turning lead into goldone definition is to transform something in a mysterious way. Rory Sutherland wrote a great book of the same name on a type of alchemy ...

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Recent Posts

  • In Praise of Sitting Still
  • Our First Birthday Update
  • The Savings Industrial Complex
  • Portfolio Rebalancing Pitfalls
  • The Goldilocks of Diversification

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