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Check out our latest posts on financial planning, investing, tax strategies, estate planning and trusts, insurance or one of our specialty practices.

Podcasts

A Guide to Successfully Navigating Bear Markets

A Guide to Successfully Navigating Bear Markets

On this week’s show, John provides a checklist for successfully navigating the year-long bear market and talks about the valuable lessons you can learn from recent individual stock crashes. Plus, John speaks with Creative Planning’s Managing Director of Practice Development, Laura McKnight, about donor-advised funds and how charitable giving can be an important part of your financial plan.

Read more about donor-advised funds:
https://creativeplanning.com/insights/donor-advised-funds/

Your Financial Plan and Rising Interest Rates

Your Financial Plan and Rising Interest Rates

On this week’s show, John discusses what to expect from the current bear market. Plus, Creative Planning’s Tax Director stops by to share year-end tax planning tips.

Read more on planning around rising interest rates:
https://creativeplanning.com/insights/a-planners-guide-to-rising-interest-rates/

Read about Roth conversions:
https://creativeplanning.com/insights/roth-conversions/

Bearing Up

Bearing Up

This month, Peter Mallouk and Jonathan Clements discuss investor sentiment 10 months into the current bear market, share why midterm elections aren’t cause for financial worry and provide useful tips for fraud prevention.

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