EPISODE · Jun 7, 2023 · 28 MIN
Current State of the Economy with Brad Sorensen, CFA (Part IV)
from Financial Planning Explained · host financialplanningexplained
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by 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 is the final episode in this four-part series on the current state of the economy. In this episode, Brad and Mike discuss the long-term movement of the US dollar and its impact on international investments, which represent 40% of the global stock market. They also end the episode with a graph showing the projected interest rate cuts and discuss the impacts of rate curs on the stock market and bond markets. 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 is joined again by 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 is the final episode in this four-part series on the current state of the economy. In this episode, Brad and Mike discuss the long-term movement of the US dollar and its impact on international investments, which represent 40% of the global stock market. They also end the episode with a graph showing the projected interest rate cuts and discuss the impacts of rate curs on the stock market and bond markets. 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 IV)
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