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Tag: strategies

Counterfactuals: Demonstrating the Value of Your Advice

It may be the case that one of your clients saved a significant amount of money by listening to your … More

CRM2Plus, CRM2Plus software, finance, financial planning, financial reporting, Financial Software, investment, investments, money management, Performance Reporting, personal finance, portfolio, saving, stock market, strategies

Dollar Cost Averaging: A Breakdown

Dollar Cost Averaging (DCA) is an investment strategy designed to reduce investment risk due to price volatility by putting money … More

dollar cost averaging, Financial Software, investment, investments, investor, strategies

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