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President of Creative Planning
While we believe in taking advantage of market volatility, we have consistently and strongly advocated against market timing. 2020 was a great year for our clients, and once again made market timers and forecasters look silly.
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.
While constant ups and downs in the market can be disconcerting, there are several upsides to market volatility.
While basic investing tips, such as maintaining a diversified portfolio, apply to everyone, the following investing strategies are particularly important for high net worth (HNW) investors.
As far as stressful life events go, the death of a spouse tops the list. Your wealth manager is a great resource to help you through this difficult process.
How Legacy Planning and Estate Planning Go Hand-In-Hand The terms “legacy planning” and “estate planning” are often used interchangeably. Over time, estate planning has come to refer to the transfer of assets and personal belongings following someone’s death, while...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021