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.
College Ready: Planning & Strategy Part I with Shellee Howard
Current State Of The Market with Herb Morgan
Financial Planning Q&A Part II with Kyle Ryan, CFP & Ryan Keefe
Financial Planning Q&A Part I with Kyle Ryan, CFP & Ryan Keefe
Retirement & Investor Research with Sarah Holden, PhD
Becoming Financially Independent with David Bardsley
Business Website Design & SEO with Devon McCrossin
Digital Marketing Strategy & Creating Content with Nick Lensander
Operating System Architecture: And How It Affects Us Daily with Tim Menninger
Pharmaceutical Consulting with Bob Matje
Building Pharmaceutical Facilities with Sean Montague
Personal Retirement and Golf Course Management with Mike Eckenrode
How Credit Unions Differ From Traditional Banks with Mark Bostwick
Interviewing A Former NFL Player Turned Investment Consultant with Mike Guman, CRPC
Understanding Mortgages with Mike Harvey
Planning for Proposed Estate Tax Law Changes with Randy Steen, Esq.
Understanding Property & Casualty Insurance with Michael Cellucci
Running A Restaurant During Covid with Anthony Natale
First Time Homebuyers with Kyle Ryan, CFP
Traditional vs. Roth 401(k) with Kyle Ryan, CFP
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