EPISODE · May 22, 2023 · 26 MIN
Current State of the Economy with Brad Sorensen, CFA (Part II)
from Financial Planning Explained · host financialplanningexplained
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down again with Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at 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 episode is the second episode of a 4-part series that reviews various components of the economy and the resulting behavior of the stock and bond markets. In this second part, Brad and Mike talk about the cases for and against a recession. They discuss the indicators of a recession and how we can determine what to expect moving forward. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
What this episode covers
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP sits down again with Brad Sorensen, CFA. Brad is a Portfolio Manager and Chief Investment Officer at 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 episode is the second episode of a 4-part series that reviews various components of the economy and the resulting behavior of the stock and bond markets. In this second part, Brad and Mike talk about the cases for and against a recession. They discuss the indicators of a recession and how we can determine what to expect moving forward. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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Current State of the Economy with Brad Sorensen, CFA (Part II)
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