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Are HSAs here to stay? One advisor’s prediction.

It can be expensive and time consuming. Is it worth it?

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Kay Curling is SVP and chief human resources officer for Salient CRGT. She is responsible for defining, developing and implementing strategic human resource initiatives aligned with Salient Federal Solution, Inc.’s, (Salient) core values, mission and vision. She leads all aspects of the company’s human resources and is responsible for formulating the company’s human resources strategy and providing leadership and direction as a partner to the CEO, President, CFO, and senior leadership of the company.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

Nik Schuurmans is the founder of Pure Portfolios in Portland, Oregon.

Tom Davis joined Centana in 2017 as a principal on the investment team. Prior to Centana, Tom spent nine years at General Atlantic, a leading global growth equity investment firm with $20 billion in assets under management, where he focused on investments in the financial services sector.

Eric Byunn founded Centana Growth in 2015 and is one of its partners. Before founding Centana Growth, Eric spent more than 20 years in growth equity and technology. Eric currently serves on the Boards of Blueprint Systems, Jumio, Vena, One, Inc., Catalyst Repository Systems and Cloudmark. Eric spent 13 years at FTV Capital, a $2 billion growth equity fund, where he was a partner, served on the management committee, and led investments in enterprise technology.

“We’ve been very focused on opening every drawer and turning over every rock in the company,” CEO Tim Sloan said.