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10 Brilliant Financial Advisor Websites from Osaic That Drive Results

FMG

Mirus Planning The Mirus Planning website lets visitors hover over their demographic to learn exactly how the firm can help them reach their financial goals through the years. This is a brilliant way to target next-generation clients with a built-in client retention plan. They even label the services as Focused on You.

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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. CFAs also show accounting, economics, portfolio management, and security analysis knowledge.

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On A Shoestring

Brown Advisory

On A Shoestring ajackson Thu, 03/28/2019 - 08:20 In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. This option is depicted in the chart below.

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On A Shoestring

Brown Advisory

In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. In the past, spend-rate planning was a fairly straightforward task for investment committees.