This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Thomas Balis, CFA. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. Cornerstone is the team that Mike’s firm uses as their outsourced Chief Investment Officers, as they serve in the role of assisting Mike’s team in making investment decisions for their client’s managed portfolios.
This two-part series will discuss pertinent issues regarding the stock market and the many factors that are currently affecting it. In Part I, Thomas and Mike discuss the economy and whether or not it is in a recession, which has been a political debate the past couple weeks. This is a timely and very informative episode regarding the markets and the economy.
Upcoming Tax Law Changes Part II with Nick DeVito, CFP
Upcoming Tax Law Changes Part I with Nick DeVito, CFP
Public Adjusting with Andy Gurkzak
Uncovering Unexpected Planning Needs with Nick DeVito, CFP
Year-End Tax Planning Part II with Nick DeVito
Year-End Tax Planning Part I with Nick DeVito
Understanding Employee Benefits Part II with Nick DeVito
Understanding Employee Benefits Part I with Nick DeVito
Understanding PSERS Part II with Kyle Ryan, CFP, ChFC
Understanding PSERS Part I with Kyle Ryan, CFP, ChFC
Retirement Planning Case Study with Kyle Ryan, CFP
Business Franchising 101 with Marty Greenbaum, CFE (Part III)
Business Franchising 101 with Marty Greenbaum, CFE (Part II)
Business Franchising 101 with Marty Greenbaum, CFE (Part I)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part V)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part IV)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part III)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part II)
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part I)
Current State of the Economy with Brad Sorensen, CFA (Part IV)
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