What should I know about this firm? Comprehensive Financial Management LLC is a national financial advisory firm headquartered in Los Gatos, CA. The firm has $17.1 billion under management.The firm caters to 45 clients of varying types, but focuses mostly on high net worth individuals. Assets Under Management $17.1 billion […]

The current economic landscape is leading consumers to be more mindful of how they’re spending their money. That means today’s customers are shopping around for the best deal more than ever, presenting a significant challenge for business owners, especially if they’re trying to compete with bigger brands that have lower […]

Instagram and Facebook have become increasingly important tools for inspiring supporters to engage … [+] in peer-to-peer fundraising campaigns. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images The pandemic has taken a huge bite out of the revenue generated by alternative peer-to-peer fundraising programs […]

Did you know the fortune cookie doesn’t actually originate from China? It was brought to the US by the Japanese! The truth is they are rarely found in China. But that is often the case for old wives tales and received wisdom – they often take on lives of their […]

What should I know about this firm? Mid Atlantic Financial Management Inc is a national financial advisory firm headquartered in Pittsburgh, PA. The firm has $3.0 billion under management and employs 93.The firm caters to 8,483 clients of varying types, but focuses mostly on high net worth individuals. Fees & […]

Enhanced supervisory technology (SupTech) with strong governance and skilled human oversight could well have important benefits for financial regulators around the in efforts to increase economic stability in their nations and around the globe, said a report prepared for the G20. “SupTech could improve oversight, surveillance and analytical capabilities, and […]

First and foremost, it was a miss.  That’s why TSLA shares are trading lower today.  The Internet was full yesterday of buffoons screaming about a deliveries number “in the 140s” and Tesla’s report of 139,300 units delivered in the third quarter falls short of that estimate.  The “whisper” estimate for […]

GLóRIA DE DOURADOS, BRAZIL – 2020/06/02: In this photo illustration the Discover Financial Services … [+] logo seen displayed on a smartphone. (Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images We believe that Discover Financial’s stock (NYSE: DFS) has a strong upside potential of […]

The advertising and media industry, like many, have taken a hit from the Covid-19 pandemic. But, unlike a host of others, it’s been fragile for a number of years. Global advertising spend is forecasted to fall by 9.1% by 2021. Advertising agencies are faced with shorter consumer attention spans, plummeting […]

When the coronavirus pandemic forced businesses to close this spring, the auto industry was hit particularly hard. North American auto plants that typically churn out more than a million cars a month produced fewer than 5,000 in April. While airlines and other industries continue to struggle, automakers are now enjoying […]

Text size Home builder Lennar shares traded to record highs in the past week. Executives and directors have sold far more stock this year than last year. Travis Dove/Bloomberg Lennar stock has soared to a record high, and insiders have dramatically stepped up sales of the home builder’s shares. Lennar […]

Indiana University’s Financial Management Services is changing its official name to the Office of the University Controller on Oct. 1. The office’s primary responsibilities will remain the same, though the unit will have a stronger focus on ensuring university financial compliance, according to Anna Jensen, associate vice president and university […]

Tech analyst Pete Pachal on Facebook’s Instagram launching a new short video app named Reels. Influencers are shaping the way people shop during the pandemic, as more people spend time on their phones and online. In a year marked by working from home and staying inside, the influencer sphere has […]

Jim and Lisa Stack started working from home decades before it became a trend. The couple ran Stack Financial Management out of their house on Whitefish Lake for more than 30 years before they finally moved into a state-of-the-art commercial building in Whitefish in 2019. Now the couple is using […]

Published: Sep 25, 2020 08:00 AM Two local organizations are planning events that will help residents who have been doing a lot of cleaning in recent months. Paper shredding events are being planned for two Saturdays in October. The first, on Saturday, October 3, will be hosted by the Ladies […]

Financial Technology (FinTech) Market A new business intelligence report released by HTF MI with title “COVID-19 Outbreak-Global Financial Technology (FinTech) Industry Market Report-Development Report-Development Trends, Size, Status, Share, Threats, Opportunities and Competitive Landscape in 2020” is designed covering micro level of analysis by manufacturers and key business segments. The COVID-19 […]