6 Funds to Add to Your HSA

Health savings account investment opportunities and tax savings

August 3, 2023 —

Running Point and I were quoted by U.S. News & World Report in an article — by Tony Dong, MSc, “6 Funds to Add to Your HSA” — regarding health savings account (#HSA) investment opportunities and tax savings.

“Consider focusing on your risk tolerance as well as the expected timing of future health care expenses when choosing your HSA investments,” says Michael Ashley Schulman, partner and chief investment officer at Running Point Capital Advisors. “Are you comfortable with taking on higher volatility, or do you prefer to be more conservative? Do you have an expensive medical procedure planned?”

Full article link: https://money.usnews.com/investing/funds/slideshows/best-investments-to-make-with-your-hsa

Disclosure: The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-23-77

Originally published at https://money.usnews.com.