Our Managing Principal, Daren Blonski, was recently quoted in U.S. News & World Report's roundup, "6 Best Investments to Make With Your HSA," on how to put health savings account dollars to work while considering surprise medical costs.
Key Takeaways
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An HSA isn't just a savings account. Invested conservatively, it can grow steadily while remaining available for surprise medical expenses.
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Short-duration options like the JPMorgan Ultra-Short Income ETF can offer a real yield with far less volatility than putting those same dollars in dividend stocks.
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Low-cost funds help keep more of the return working for you instead of going to fees.
This ties directly into the tax-efficient investing work we do with our clients — see our Tax Planning and Investment Management pages for how we help clients make the most of tax-advantaged accounts like HSAs.
Read Daren Blonski's take on the best HSA investments in U.S. News & World Report