Common Mistakes in Estate Planning – Part 3

This month, Peter Mallouk and Jonathan Clements discuss today’s widespread pessimism — and why it should make investors optimistic about the financial markets. They also discuss opportunities presented by this (and every) bear market and offer tips on Roth conversions and term life insurance.

This month, Peter Mallouk and Jonathan Clements discuss how high demand, low unemployment, and supply chain disruptions played into the current bear market, what this bear market has in common with bear markets past and why market timing doesn’t work.

This month, Peter Mallouk and Jonathan Clements discuss how this bear market differs from others in recent history, what options to consider if you have extra cash to invest and why you might want to rebalance.

This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk.

Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/