“How do you recommend planning for the upcoming year? Setting monthly goals? Mixing personal and professional goals each week? Creating quarterly profit marks? I’m new to goal planning and I want to ...

Deepen client conversations with meaningful financial objectives. Within the Investment Planning experience of Morningstar Advisor Workstation, you can connect goals to investment plans that drive ...

In the realm of financial planning, the traditional approach often focused on achieving specific financial milestones or accumulating a predetermined sum of money. However, as the dynamics of personal ...

Goal and plan recognition constitute critical facets in artificial intelligence research, whereby an agent’s underlying intentions and subsequent actions are inferred from observed behaviours. This ...

As a nationally recognized personal finance writer for the past decade, Jacob Wade has written professionally about banking and other consumer topics for Investopedia, Money.com, The Balance, ...

The Yakima School District is making progress toward goals outlined in the district's strategic plan, but still lags behind targets in kindergarten readiness and language arts. District officials ...