Yardley Wealth Management

SEPTEMBER 17, 2024

Charles Barrett from FZ Works & FZ Creative appeared first on Yardley Wealth Management, LLC. Charles Barrett from FZ Works & FZ Creative Introduction: In this episode of Not Just Numbers , Madison Demora and Mike Garry explore whether Dave Ramsey’s famous financial advice still holds up. Debt: A Tool or a Trap?

Financial Advice 52

Financial Advice Wealth Management Media Estate Planning 52

Brown Advisory

MAY 4, 2020

We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52