Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times – like the end of a calendar quarter or year – can miss the point of rebalancing altogether.
[0:00] – 4 phases of Covid-19 (so far!), and the associated market impacts
[4:05] – Why the markets are surprisingly strong, all things considered
[7:35] – What’s giving hope to foreign stocks’ performance – finally
[9:55] – Fine-tuning your financial picture amid the havoc
[15:05] – Opportunities as unique as the year 2020
[17:05] – Peter and Jonathan’s tips of the month
Hosted by Creative Planning Director of Financial Education, Jonathan Clements and President, Peter Mallouk this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
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