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Mesirow Monday: What data goes into your financial plan?
Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different finance-related topic. In this episode, Sumit Desai, CFA Senior Vice President and Director of Research, joins Jon to discuss what data he uses to help create the best financial plan for his clients. To learn more, visit www.mesirow.com.
https://serve.castfire.com/audio/7423571/7423571_2025-05-19-192811.64kmono.mp3
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By wgnradio.com
5
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Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different finance-related topic. In this episode, Sumit Desai, CFA Senior Vice President and Director of Research, joins Jon to discuss what data he uses to help create the best financial plan for his clients. To learn more, visit www.mesirow.com.
https://serve.castfire.com/audio/7423571/7423571_2025-05-19-192811.64kmono.mp3
Recent Posts
Mesirow Monday
Now is the time to revisit your financial goals
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: The advantages of having an HSA
.cls-7{fill:#fff;fill-rule:evenodd}
IRA vs Roth IRA & Roth 401(K) plans
.cls-7{fill:#fff;fill-rule:evenodd}
Knowing where opportunities exist when filing your taxes
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: To Roth or not to Roth
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
Recent Posts
Your Money Matters
Clothing brand Lululemon is suing Costco
.cls-7{fill:#fff;fill-rule:evenodd}
New Cook County modular homes have made their debut
.cls-7{fill:#fff;fill-rule:evenodd}
Summer camps for adults are on the rise
.cls-7{fill:#fff;fill-rule:evenodd}
Funerals and celebrations of life: What are your last wishes?
.cls-7{fill:#fff;fill-rule:evenodd}
Zillow listings & 4th of July travel plans
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
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