Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals. On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Please see the footer of the website for how services are provided.Įpisode #76: Current State of the Market Part I with Thomas Balis, CFA *Disclosures displayed in the videos recorded before episode 84 reflect the requirements from previous Broker-Dealers. This is a timely and very informative episode regarding the markets and the economy. These issues include second quarter earnings reports, the job market, and what to expect moving forward. They also discuss the current state of the market and economy, as well as the many issues affecting them. From there, they discuss the causes of record inflationary, and what and why the Fed is raising interest rates to combat inflation. In Part II of this series, Thomas and Mike touch on the 800-pound gorilla in the room – inflation. 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. Thomas is the founder and chief investment officer of Cornerstone Portfolio Research. On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Thomas Balis, CFA. This first episode also marks the 100th episode of Financial Planning: Explained.Įpisode #99: Understanding Trust Strategy with Steve Keller In addition, Brad and Mike also touched upon two current hot topics – the debt ceiling and recent bank failures. These two mandates serve as the basis for the Fed raising interest rates, which has a significant impact on the financial markets. In this first part, Brad and Mike discuss the two Fed mandates – price stability (inflation) and the labor markets. This episode is the first of a 4-part series that reviews various components of the economy and the resulting behavior of the stock and bond markets. Brad is a Portfolio Manager and Chief Investment Officer at Cornerstone Portfolio Research. This week on Financial Planning: Explained, host Michael Menninger, CFP sits down with Brad Sorensen, CFA.
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