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.
Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP
Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP
Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP
Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito
Current State of the Market Part II with Thomas Balis, CFA
Cyber Security For Businesses with Brian McCarthy
R&D Tax Credits and Financial Education with Randy Crabtree, CPA
Current State of the Housing Market with Dave Cary & Douglas Braun
Helping Women Navigate Financial Decisions with Stacy Francis, CFP
Case Study - Planning Considerations Part II
Case Study - Planning Considerations Part I
Economic Outlook Part II: Where Do We Go From Here with Gene Goldman, CFA
Economic Outlook Part I with Gene Goldman, CFA
Case Study - Selling Family Home While Living There with Kyle Ryan, CFP
Avoiding Medicare Traps and Penalties with Kathe Kline
Financial Success & The Psychological Roadblocks Part II with Larry Faulkner
Financial Success & The Psychological Roadblocks Part I with Larry Faulkner
Current State of the Markets with Herb Morgan, CIO
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