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Employee Benefit Research Institute

In PWD coverage since August 18, 2026 · 3 stories
PWD coverage
portfolio

HSA balances hit a record; most owners still don't invest

EBRI's new data put the average balance at $5,532, with just 18% of holders invested beyond cash. That hands advisors an asset-location opening.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.