April 19, 2020 – Creative Planning President Peter Mallouk and Director of Financial Education Jonathan Clements discuss the S&P’s 30-day, 28% surge amid universal apprehension and worry over the two things we value most. Peter reveals possible market reactions should highly anticipated Covid-19 remedies come to pass. Additionally, he discusses what enables investors to benefit when an industry experiences both ups and downs; why Creative Planning clients are asking “when” vs. “if” when it comes to their portfolio’s recovery; how permanent and irreparable damage to a well-constructed financial plan typically occurs; and what’s exacerbating this bear market like none before it.
March 24, 2020 – Creative Planning President Peter Mallouk and Director of Financial Education Jonathan Clements look closely at the far-reaching impacts of the coronavirus. Peter discusses how the current bear market both resembles and differs from recent bear markets, and why he’s optimistic about the eventual outcome. Further, Peter shares why Creative Planning’s goal-based planning philosophy prevails in up and down times, and the opportunities today for investors of various ages.