This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back 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 third episode in a four-part series on the current state of the economy. In this episode, Brad and Mike discuss the markets from a broad perspective. This episode shows the behavior of the S&P 500 over the past year, and then discusses the disparity between growth and value stocks. Brad & Mike also review PE ratios and compare them to their historical averages.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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