July 27, 2026

Wealth Management

Wealth Management

Johnson & Johnson (NYSE:JNJ) Shares Purchased by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 0.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 56,217 shares of the company’s stock after buying an additional 155 shares

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Wealth Management

Tax Administration Funding Needs a Second Look

Curated by Melanie Cohen The IRS’s budget for fiscal 2023 was $16.1 billion, but many people may not realize that hundreds of millions of dollars from that budget go to other government agencies for services rendered. For instance, the IRS has an interagency agreement with the National Archives and Records Administration to store and manage

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Wealth Management

What Is Risk Management in Finance, and Why Is It Important?

What Is Financial Risk Management? Financial risk management involves identifying the potential downsides in any investment decision and deciding whether to accept the risks or take measures to mitigate them. Financial risk management is a continuing process as risks can change over time. There are risks in all investments. Successful financial risk management requires a

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Wealth Management

Doylestown Health Receives Urgent Care Association Accreditation

DOYLESTOWN, PA — Doylestown Health Urgent Care, located at 4259 West Swamp Road, has received the Urgent Care Association (UCA) Accreditation designation, the highest level of distinction for an urgent care center. UCA Accreditation illustrates an organization’s overriding commitment to safety, quality and scope of services. UCA accreditation criteria includes meeting standards for governance, human

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Wealth Management

Amazon.com, Inc. (NASDAQ:AMZN) Shares Sold by Cornerstone Wealth Management LLC

Cornerstone Wealth Management LLC cut its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 79,589 shares of the e-commerce giant’s stock after selling 1,988 shares during the quarter. Amazon.com comprises 1.2% of Cornerstone Wealth

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Wealth Management

FSSA seeks stay in Healthy Indiana Plan case; says ruling threatens coverage and funding • Indiana Capital Chronicle

The Indiana Family and Social Services Administration (FSSA) on Friday filed to stay a federal court ruling that it says invalidated the state’s Medicaid expansion program for moderate-income adults under 65. The agency also has appealed the ruling to the D.C. Circuit Court. FSSA said in court filings that vacating the federal approval for the

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Wealth Management

Mittelman Wealth Management Takes Position in The Home Depot, Inc. (NYSE:HD)

Mittelman Wealth Management purchased a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 4,794 shares of the home improvement retailer’s stock, valued at approximately $1,839,000. Home Depot makes up approximately 1.2% of

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Wealth Management

Survey of State Tax Departments

Making sense of the variety of tax laws across the country For the 22nd consecutive year, Bloomberg Tax sent questionnaires to all 50 states, the District of Columbia, and New York City to try and get clarity on a variety of tax issues. The responses from 42 states and D.C. reveal a lack of uniformity

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Wealth Management

TaxDAO’s FinTAX Mini-App: Simplifying Cryptocurrency Tax Management

TaxDAO, a leading Web3 finance and tax consultancy, has launched the FinTAX Telegram mini-App, a significant advancement in the realm of cryptocurrency tax management. Accessible via Telegram, this mini-App offers the first professional cryptocurrency tax filing software designed specifically for users of The Open Network (TON). FinTAX Product Details The FinTAX mini-App extends TaxDAO’s services

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Wealth Management

Mental health clinics across the US are helping Latinos bridge language and access barriers

Michelle Mata wasn’t diagnosed with a mental illness until she was 23, after years of suffering. She knew very little about who to ask for help, having grown up in a Latino family in San Antonio that didn’t talk about mental health. At appointments, she was terrified of telling the truth. “I didn’t want to

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