Beyond Investing: Strategic Advice for Nonprofits
Brown Advisory
MAY 4, 2020
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.
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Beyond Investing: Strategic Advice for Nonprofits
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.
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
WiserAdvisor
JANUARY 23, 2024
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. Annual Roth conversions can be one measure to tackle the changes.
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