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Instead, they provide objective, conflict-free financial advice at a predictable cost. Why a Fee-Only, Flat-Fee Financial Planner is the Better Choice Transparent & Predictable Costs You know exactly what you’re paying, making it easier to budget for financial planning services.
. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financialguidance as it considered a set of short-term and long-term objectives.
Recently, a new client—a small private college—asked us for broader financialguidance as it considered a set of short-term and long-term objectives. 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.
A lot of investors use the New Year to review their portfolios, change assetallocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. 2023 may see high demand for electric vehicles, solar panels, and others.
It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well. Instead, it is a strategic approach to maintaining your overall assetallocation and rebalancing goals while taking advantage of tax benefits.
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