Current State of the Market Part I with Thomas Balis, CFA...

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 18 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on August 10, 2022.

What is this episode about?

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...

Can I download this Financial Planning Explained episode?

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