Think your broker or financial advisor is on your side? Think again
Creative Planning’s Director of Financial Education, Jonathan Clements, shares with CEO Peter Mallouk some of the red flags that could indicate a broker or financial advisor is not looking out for their clients’ best interests.
Your financial portfolio should be as personalized as your DNA
Creative Planning’s Director of Financial Education, Jonathan Clements, tells you why it is important to take your entire situation into consideration when designing an investment portfolio.
Not all risks are equal
Director of Financial Education, Jonathan Clements, explains why it’s important to take potential financial risks into account when developing your investment strategy
Thinking about investment insurance? Consider this
Jonathan Clements, Director of Financial Education, explains how to avoid the high expenses sometimes associated with investment insurance.