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Does it make more sense to pay off your mortgage or increase the amount you invest? To make the most informed decision, we encourage all our clients to consider the benefits and drawbacks of each decision.
An individual’s buying power can quickly be eroded during periods of high inflation. The following tips can help position your portfolio to perform.
Perhaps you want to address the fact that your family members have different needs or abilities. You may not have a partner or children, but perhaps you have philanthropic goals or wish to provide for a dear friend or beloved pet. Most distributions are possible with the right planning.
Who Should Consider Investing? Not all diversified portfolios are created the same. Each requires a tailored mix of asset classes, namely stocks and bonds. Stocks drive the growth of a portfolio, whereas bonds provide income and capital preservation. Not all bonds are...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021