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A Perspective on the Year for Investors The Omicron COVID-19 variant has reminded us—at least briefly—that share prices can go down as well as up. It all started the day after Thanksgiving, when the Dow Jones Industrial Average had its worst trading session of the...
A Lot of What Investors Hear Is More Fiction Than Fact Humans are storytelling animals. But what if the stories we tell aren’t true? Over my 36-year career, I’ve heard countless financial stories. Three of the most enduring: that interest rates will inevitably...
Staying Calm in the Maelstrom As if new COVID variants, global supply chain issues, rising (transitory?) inflation and the LA Clippers’ playoff performance1 is not enough to worry about, we recently got a peek at a proposed set of tax law changes that could have many...
Why Patience Is an Investor’s Virtue The answer is rising corporate profits. Like a contestant on Jeopardy, you might be asking, “What’s the question?” Right now, many investors don’t have just one question, but rather a trio of concerns. First, why has the stock...
Market uncertainty does not mean you should change your portfolio allocations. Read our blog to learn why.
Despite market volatility, 2020 was a great year for our clients. Find out how we achieved these results and our thoughts on market timing.
Risky Business: Five Investment Risks of 2021
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Telling Tales
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Will Tax Changes Sink the Market?
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Well-Earned Reward
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Popping Bubbles
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No Image
2020 Proved Once Again that Predictions are Worthless
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Twenty 2020 Lessons
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Division of Power and the Markets
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Elections and the Markets
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2020 in One Graph
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Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021