Cash Management Communication Concentration Profit and Loss 
CFO News Room
DECEMBER 26, 2022
Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Many advisors are accustomed to using verbal communication with clients (e.g., in client meetings ) and written communication (e.g., He can be reached at [email protected]. Read More +.
CFO News Room
NOVEMBER 5, 2022
Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Ultimately, the decision for advisors of whether to recommend I Bonds or TIPS to counteract the effects of inflation is dependent on a client’s broader asset allocation and cash management strategy.
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