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.
Current State of the Economy with Brad Sorensen, CFA (Part IV)
Current State of the Economy with Brad Sorensen, CFA (Part III)
Current State of the Economy with Brad Sorensen, CFA (Part II)
Current State of the Economy with Brad Sorensen, CFA (Part I)
Personal Injury Law with Jon Groth
The Right Way to Travel with Anca Trofin
Senior Living & Long-Term Care with Rachael Packer and Kyle Ryan, CFP
Company Stock Plans Part II with Kyle Ryan, CFP
Company Stock Plans Part I with Kyle Ryan, CFP
Life Insurance Planning Part III with Kyle Ryan, CFP
Life Insurance Planning Part II with Kyle Ryan, CFP
Life Insurance Planning Part I with Kyle Ryan, CFP
The Taxation of Trusts with Michael Menninger, CFP
The SECURE 2.0 Act of 2022 with Kyle Ryan, CFP
Viewer Q&A Part 8 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 7 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 6 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 5 with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part 4 with Ryan Keefe & Kyle Ryan, CFP
Small Business Ownership: Challenges & Pitfalls with Ashley Downs and Joel LeBendig
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