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What the Market Cares About

Peter Mallouk

President & CEO

Jonathan Clements

Director of Financial Education
July 01, 2020

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at where markets stand through several distinct Covid-19 phases. They also discuss how a few companies have swayed market indexes including the S&P 500; mid-year moves to better your family’s financial picture; and why rebalancing at predetermined times – like the end of a calendar quarter or year – can miss the point of rebalancing altogether.

Time Stamps: 

[0:00] – 4 phases of Covid-19 (so far!), and the associated market impacts

[4:05] – Why the markets are surprisingly strong, all things considered

[7:35] – What’s giving hope to foreign stocks’ performance – finally

[9:55] – Fine-tuning your financial picture amid the havoc

[15:05] – Opportunities as unique as the year 2020

[17:05] – Peter and Jonathan’s tips of the month

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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