Become A Client
President of Creative Planning
While we believe in taking advantage of market volatility, we have consistently and strongly advocated against market timing. The first half of 2020 made market timers and forecasters look silly.
This chart shows several negative headlines from several news organizations (and where the S&P 500 was when these headlines came out) as well as how incorrect many were, as things got better in the market over time rather than worse, as predicted by these outlets.
This commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.
Do you have money to invest that’s been sitting in cash? We answer several questions you may have about getting back into the market.
What should you do with the assets you invested in your previous employer’s plan when switching jobs? Here are some potential options.
Hopefully you meet with your financial advisor at least annually. At a minimum, be sure to cover the following topics in your annual review.
It can be overwhelming to try to gain more control over your spending. Fortunately, there are ways to manage your spending that are relatively painless.
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021