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What’s in a Number?

Jul 21, 2022

What's in a number? Financial planning keeps you organized and in-the-know.

Investing In You

Jul 14, 2022

Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.

Shape Up Your Financial Plan

Jul 7, 2022

Need to get your small business’s finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.

Estate Planning and Your Residence:

Jun 16, 2022

When the Grass Really is Greener! The rules that govern each state’s estate taxes are not necessarily created equal. A person can live, do business, and own real estate in many different places, but legally have only one domicile—or permanent residence—for estate tax...

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Latest Market News from Around the Web

Personal Finance

Netflix shares soar as company reports surging revenue, tops 300 million subscribers
January 21, 2025
The fourth quarter was the last for which Netflix will report quarterly paid subscriber counts.
Netflix to hike prices on standard and ad-supported streaming plans
January 21, 2025
Streaming giant Netflix said it is increasing the cost of its plans in the U.S., including its cheaper, ad-supported option.
United Airlines' first-quarter outlook outpaces estimates after profits surge to end 2024
January 21, 2025
United topped analysts' estimates for fourth-quarter earnings and the airline's first-quarter outlook.
FDA approves Johnson & Johnson’s nasal spray for depression as stand-alone treatment
January 21, 2025
Spravato is now the first-ever stand-alone therapy for treatment-resistant depression, and is on its way to becoming a blockbuster product.

Investment

BMO says these dividend growth stocks are poised for outperformance
January 21, 2025
Dividend growth stocks are a good way to both protect portfolios during times of volatility and boost performance, according to BMO.
Netflix earnings are out soon. What Wall Street is really watching
January 21, 2025
Wall Street is eager to find out if Netflix's buzzworthy special events led to a big boost in revenue from subscriptions and advertising.
A Trump meme coin ETF is already in the works
January 21, 2025
The filing comes on the first business day after last Friday's launch of the Trump crypto coin, which quickly grew into a notional value in the billions of dollars.
Correction risks are lingering for market despite Trump optimism
January 21, 2025
Investors are decidedly buoyant following President Donald Trump's inauguration, but that could open the market up to some disappointment.

Stock Market

Stocks making the biggest moves after hours: Netflix, Oracle, United Airlines, Interactive Brokers and more
January 21, 2025
These are the stocks posting the largest moves in extended trading.
Stocks making the biggest moves midday: Apple, 3M, Walgreens, Moderna, Urban Outfitters and more
January 21, 2025
These are the stocks posting the largest moves in midday trading.
Stocks making the biggest moves premarket: Apple, Qorvo, 3M, Roku and more
January 21, 2025
These are the stocks posting the largest moves in premarket trading.
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.

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