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.
Business Succession Planning with Michael Egan, ChFC
Family Law: Divorce and Custody Part II with Sarinia Feinman, Esq.
Family Law: Divorce and Custody Part I with Sarinia Feinman, Esq.
College Sports & Recruiting Part II with Matt Mark
College Sports & Recruiting Part I with Mark Davis, Esq.
Understanding Social Security Part II with Michael Menninger, CFP
Understanding Social Security Part I with Michael Menninger, CFP
401(k) & Retirement Plans with Nick Kennedy, CFP®
Trusts with Courtney Dolaway, Esq.
Temple Financial Planning Program with Cindy Axelrod & Kyle Ryan
Estate Administration with Stacey McConnell
Retirement Planning & Distribution with Michael Menninger, CFP
Michele Leahy - Disability Life Planning
Special Needs Planning with Steve Potts, Esq.
Car Purchases with Ed Bernhard
Fundamental of Estate Planning with Michael Menninger, CFP
Mortgages with Kevin Stegena
Real Estate with David Cary
Tax Planning Part II with Michael Menninger, CFP
Tax Planning Part I with Michael Menninger, CFP
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