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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets. client: SMALL PRIVATE REGIONAL COLLEGE.

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The Impact of AI on Wealth Management

WiserAdvisor

One of the most significant advantages of AI in wealth management is its ability to simplify financial analysis. Traditionally, investors and wealth managers had to go through massive amounts of financial data, including market trends, performance reports, historical price movements, inflation rates and more, to make sound investment choices.

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. Benchmarks serve as yardsticks to measure how well your investments are performing compared to the broader market or specific indices. The decision to hire a financial advisor is a prudent move.

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Late Start on Retirement Savings? How to Try and Catch Up in Your 50s

WiserAdvisor

Without the burden of monthly mortgage payments, you can redirect those funds towards savings or investment opportunities, such as the stock market. It is important to note that carrying a mortgage into retirement is not necessarily detrimental, especially if it represents your lowest-interest debt. Need a financial advisor?