Benchmarking, Cash Management, Securities and Tax Planning

101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

NOVEMBER 28, 2022

And because clients will typically keep some assets in cash, crafting a cash-management strategy can be a way for clients to make more from their cash holdings and serve as a measurable way for advisors to generate their value. Tax Planning. donor-advised funds or qualified charitable distributions ).

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Tax Planning Planning Investments Profit and Loss

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

DECEMBER 26, 2022

Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS).

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Planning Benchmarking Profit and Loss Communication

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101 Ways Financial Advisors Can Add Value For Their Clients

2022 Best-Of Highlights From The Nerd’s Eye View Blog

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