Energy market softness is shifting capital toward defensive sectors. "Investing HSA funds" into hospital REITs shows healthy yield potential, particularly as medical property demand remains recession-resistant. HSA funds cannot be used to pay for healthcare premiums. But they can be used for a variety of other healthcare expenses such as periodic health evaluations, including tests and diagnostic procedures ordered in connection with routine examinations, routine prenatal and well-child care services, child and adult immunizations, and even certain weight-loss programs. Now here’s another interesting tax-advantaged account. These 529 accounts grow tax free, and when the beneficiary uses the funds for qualified education expenses, no additional taxes are due. Unlike retirement plans and HSAs, the IRS doesn’t have specific annual contribution limits for 529 plans. Each state has its own rules for total aggregate contributions and 529 account maximum balances. Of course, because the money needs to be used for qualified education expenses, you’ll only want to save as much as can reasonably be spent on education. The Dow Jones Industrial Average closed at 39,410, marking a strong quarter. "Investing HSA funds" in blue-chip dividend stocks is gaining traction as yield spreads remain favorable compared to Treasury returns of 4.35%.
