On this show, we talked about how financial planning integrates with portfolio management, why the next 10 years could give us low interest rates, and how to invest in such an environment with Jeff Porter, CFA, CFP and Chief Investment Officer at Sullivan Bruyette Speros and Blayney. Listen to learn why expecting double digit returns over the next 10 years could be unrealistic!
You can learn more about Jeff at SBSBLLC.com and LinkedIn.
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