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Shape Up Your Financial Plan

Jan 5, 2023

Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer,...

Happy New Year!

Dec 29, 2022

From all of us, we wish you and your families all the very best for the Holiday season and the New Year! This has been a fantastic year for us and we wanted to let you know how much we appreciate you placing your trust in us and we look forward to seeing you in the...

Merry Christmas!

Dec 22, 2022

Everyone on our team would like to wish you and your family the best during this wonderful time of year. We hope you have a holiday that fills your heart with joy and you are able to enjoy this holiday season in the company of friends and family! We look forward to...

Determine if Your Financial Plan Is on Track for the New Year

Dec 15, 2022

Are you on your way to achieving your financial goals? The end of the year is a good time to take stock of the previous 12 months and to position yourself for success for the coming year. Watch this video to understand ways your advisor can help.

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Latest Market News from Around the Web

Personal Finance

Here are the products and companies most at risk from Trump's tariff plans
January 20, 2025
President-elect Donald Trump's proposed tariffs on China, Mexico and Canada threaten to raise prices for toys, cars, shoes, French fries, furniture and beer.
Ozempic is in the next round of Medicare drug price negotiations. See the full list of 15 medications
January 17, 2025
The talks on drugs including Novo Nordisk's Wegovy, GSK's Trelegy Ellipta, and Pfizer's Xtandi will set Medicare prices that go into effect in 2027.
Unrivaled women's basketball league debuts Friday. Here's everything we know about it
January 17, 2025
The Unrivaled basketball league will play its first games, airing on TNT, on Friday. It's poised to capitalize on growing national interest in women's sports.
FAA grounds SpaceX's Starship after midflight explosion, reports property damage on Turks and Caicos
January 17, 2025
The FAA grounded SpaceX's Starship pending an investigation into the failure that caused the rocket to break apart midflight after launching on Thursday.

Investment

Stanley Druckenmiller says 'animal spirits' are back in markets because of Trump with CEOs 'giddy'
January 20, 2025
"I'd say CEOs are somewhere between relieved and giddy. So we're a believer in animal spirits," Druckenmiller said.
How stocks, gold and bitcoin fared in the first 100 days of Trump’s last presidency – and where they could go from here
January 20, 2025
Three investors shared their beliefs on whether certain asset classes could mirror their performances from Trump's first 100 days in office last time around.
Here are the top 10 U.S. stock analysts, according to TipRanks
January 19, 2025
TipRanks' analyst ranking service reveals the top 10 U.S. analysts whose ratings were the most successful between October 2023 to September 2024.
Citigroup picks high-yield stocks to play China as tariffs loom on the horizon
January 19, 2025
Citi analysts say some of their top picks are high-yielding China stocks as mainland markets prepare for tariffs and hope for government stimulus.

Stock Market

Stocks making the biggest moves midday: Novo Nordisk, J.B. Hunt, Qorvo and more
January 17, 2025
These are the stocks posting the largest moves in midday trading.
Stocks making the biggest moves premarket: J.B. Hunt, Qorvo, Fastenal and more
January 17, 2025
These are the stocks posting the largest moves in premarket trading.
Stocks making the biggest moves midday: UnitedHealth, First Solar, Morgan Stanley, Taiwan Semiconductor and more
January 16, 2025
These are the stocks posting the largest moves in midday trading.
Stocks making the biggest moves premarket: UnitedHealth, Morgan Stanley, Target, Southwest & more
January 16, 2025
These are the stocks posting the largest moves in premarket trading.

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