PhD, MSFS, CFA, CLU®, ChFC®, CFP®
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April 02, 2021
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® take a look at how to go about building a balanced, diversified investment portfolio in this episode of our Wealth, Managed Podcast. They'll also discuss whether individual stock trading, especially through third-party apps, can figure into your financial planning and how to invest responsibly to avoid jeopardizing your financial future.