Marc Pfeffer of CLS Investments - The Value of Financial Planning episode artwork

EPISODE · Dec 18, 2019 · 28 MIN

Marc Pfeffer of CLS Investments - The Value of Financial Planning

from Orion's The Weighing Machine · host Orion Portfolio Solutions

This week, Orion CIO Rusty Vanneman, CFA, CMT, digs into the value of outsourcing investment management, the importance of due diligence, and how news headlines have driven markets in 2019. Rusty is joined by CLS CIO Marc Pfeffer who shares his take on recent market news, including a “phase one” trade deal between the U.S....

Episode metadata supplied by the publisher feed · Published Dec 18, 2019

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Marc Pfeffer of CLS Investments - The Value of Financial Planning

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