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

WiserAdvisor

From maximizing savings opportunities to strategic investment decisions, there are several things you can still do to bolster your financial stability as you approach retirement. Additionally, you can consider consulting with a financial advisor or credit counselor to explore debt management strategies tailored to your unique situation.