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Coronavirus: The Market Impact and Planning Opportunities

Peter Mallouk

President & CEO

Jonathan Clements

Director of Financial Education
May 01, 2020

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability.

Time Stamps: 

[0:00] – The Bear Market rally, and why it’s happening

[3:10] – The when – not if – of recovery

[7:00] – How large-cap stocks and tech companies are dominating

[10:30] – Alphabet soup recovery types

[14:23] – What you can do NOW!

[22:22] – Peter and Jonathan’s tips of the month

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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:

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Let Tax Directors Candace Varner and Ben Hake help you avoid surprises on Tax Day! Listen as they discuss the ins and outs of taxation on many common types of investment income (including interest income, capital gains distributions and several types of dividends) as well as the importance — and timing — of K-1s.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide



Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021