Request a Meeting

Request a Meeting

Welcome to Down the Middle

Peter Mallouk

President & CEO

Jonathan Clements

Director of Financial Education
PUBLISHED
February 15, 2019

Hosted by Director of Financial Education, Jonathan Clements and President, Peter Mallouk, this month’s podcast explores the recent shift in stock market pricing and what is on the mind of many Creative Planning clients. Is the market too expensive to join now? Included is a review of why investing only in what you know might hurt you in the long run.

Plus, you won’t want to miss each of their monthly tips!

Join us as we explore how Jack Bogle changed the industry and lessons to improve your own investing strategies!

Time Stamps

0:00 – Welcome to Down the Middle

1:15 – What is on the mind of Creative Planning clients; what are they worrying about?

1:54 – Recent market shifts. What’s going on here?

3:49 – Are stocks too expensive?

7:18 – Why is my portfolio not invested in all US Large Cap stocks?

12:37 – Jack Bogle

18:00 – Peter Mallouk Monthly Tip

18:52 – Jonathan Clements Monthly Tip

Let’s Talk

Find out how Creative Planning can help you maximize your wealth.

More Episodes

Coping With Inflation

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/

Taxation on Investment Income Explained

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

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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