Articles / Insights & Guidance from our Leading Professionals

January 3, 2020
To Win The Game, You Have To Stay In The Game

Lessons From One of the Most Improbable Bull Runs In History

Proving that pundits’ predictions are generally worthless, the stock market SOARED in 2019.[1]  The sad part of the story is that more people than ever sat on the sidelines in 2019, missing out on the…
by Peter Mallouk, JD, MBA, CFP, President
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December 30, 2019
2019 Tax Return Filings
by Candace Varner, CPA
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December 20, 2019
What the SECURE Act Means for You
by Jeffrey Stolper
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Podcasts / Discussions with our Investment Leaders

Episode 11
The Problem With New Year’s Resolutions…
Time Stamps: [0:00] – Happy New Year, and Happy Birthday, Jonathan! [0:35] – New Year’s resolutions – why they fail, and how they can succeed [7:00] – The dangers of calendar-based wealth management [11:00] – Harvest tax losses all year long, if needed [11:40] –…
Down the Middle
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Episode 51
The Long and Short of Institutional Investing
A 1000 Miles from Wall Street
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Episode 50
Stretching the Limits of Gifting
A 1000 Miles from Wall Street
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A 1000 Miles from Wall Street
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Down the Middle

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING