Drug shortages increase health expenditures and impede effective patient care. In a 2017 American Hospital Association (AHA) survey of 1,184 US hospitals, 80 percent indicated that shortages ...

Sustained financial success requires a nuanced strategy that extends beyond basic investment decisions. Embracing a holistic perspective on wealth management, which encompasses financial planning, ...

A recent LIMRA survey revealed that consumers choosing to work with a financial professional value a holistic approach that may offer services such as debt management, budgeting, tax strategy, ...

A comprehensive financial plan provides a clear roadmap to achieve personal financial goals. Regularly reviewing and adjusting your financial plan ensures it remains aligned with changing life ...

Preparing for retirement is a key milestone in one’s financial journey, requiring thoughtful planning, strategic investing and effective asset allocation. After working for decades, the goal is to ...

My wish list for your first 100 days, Madam Mayor, boils down to these four priorities: 1) Please adopt outcome-based budgeting, an approach that was used to turn around Baltimore after the Great ...

What Is Cash Flow-Based Financial Planning? Cash flow and income are two terms often used interchangeably, yet they serve different functions in financial planning. Income represents the earnings a ...

Money can be an emotional subject for couples. Without a shared understanding and commitment to financial goals, partners may find themselves arguing more and even resenting each other. “Money ...

From the time it was founded more than 30 years ago to its recent honor in this newspaper’s 2024 Best of North Coast, Allworth Financial has been true to its client-centric model of building ...

Not every firm can say most of their client base consists of multi-generational families. New York City-based Williams Jones Wealth Management has managed this impressive feat over its 36 years of ...

I completed a regulatory continuing education program today and the topic of diminished capacity was a significant component of the program. What is diminished capacity? It is an assessment of the ...

Capital One Financial is a strong contender in the banking sector due to its size, market position, and strategic focus. The company's focus on high-risk, high-reward credit card business translates ...