The Generational Test for Investing….

One of the simplest techniques to help determine investment merit was actually made by a co-worker of mine. A couple of colleagues and I were discussing investment styles and strategies that had served them well over the years. One was oriented to short-term speculation and trading, another had a longer-term perspective (that would be me).…

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Mental Accounting

As a publication dedicated to helping people meet investment goals through educated decision-making, In Sickness and Wealth is pleased to share this must-read article! I have had the honor and pleasure of knowing Diane Garnick for nearly 20 years now. Diane is Managing Director and Chief Income Strategist at TIAA. TIAA (Formerly TIAA-CREF – Teachers…

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The Ultimate Joint Venture Between Biz and Government

On December 13th, Obama signed into law the 21st Century Cures Act. It enacts significant investments for innovative technologies and research to positively impact patients… undoubtedly through some of the healthcare companies in our portfolio and the many others we follow as well. It represents the ultimate joint venture between academia and business, as educators…

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Healthcare Stocks: Winners and Losers of 2016

With less than two weeks to go in 2016, there are some clear-cut winners in healthcare and some pretty dismal performances as well. The two benchmarks we watch carefully are the S&P 500 and the S&P 500 Healthcare sector as measured by the healthcare ETF (ticker: XLV). The S&P 500, after meandering most of the…

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Issues Likely to Impact Healthcare Stocks in 2017

Around this time each year, the pundits offer their “lists” of predictions or trends to watch for in the upcoming year. We all like to look at lists, mostly because they are short, sometimes fun, and on rare occasion may even turn out to be correct! More often, predictions from the pundits fail to pan…

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