March 30, 2025

Wealth Management

Wealth Management

Personal Finance Software Market Leaders Profiles and Achievements of Top Companies | Taiwan News

Global Personal Finance Software Market is valued at approximately USD 1.20 billion in 2022 and is anticipated to grow with a healthy growth rate of more than 5.7% over the forecast period 2023-2030. Personal financial software is used to monitor the inflow and outflow of cash. Additionally, the software handles future expenses and develops budgets

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Wealth Management

Upcoming class to help community members better understand mental health

WICOMICO COUNTY, Md. – An upcoming event will be teaching people some very important skills. The Adult Mental Health First Aid Training event is geared towards anyone hoping to learn more about mental health and how to spot warning signs before someone experiences a mental health crisis. Instructors will also be teaching people where to

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Wealth Management

DCCI for tax system streamlining to improve compliance

Dhaka Chamber of Commerce and Industry (DCCI) President Ashraf Ahmed has urged the government to streamline tax mechanisms to promote better understanding, easier compliance and reduce time, visit and cost. “Tax calculation for the corporates should be in line with the accounting standards and to encourage, compliant businesses can be rewarded in some cases,” he

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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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