Creative Planning – Down the Middle Podcast – Ep. 1 with Peter Mallouk and Jonathan Clements

Creative Planning – Down the Middle Podcast – Ep. 1 with Peter Mallouk and Jonathan Clements

President, Peter Mallouk and Director of Financial Education, Jonathan Clements

Down the Middle is a monthly podcast series where Peter Mallouk and Jonathan Clements discuss recent market events, Creative Planning investment philosophy, give monthly tips and more.

February 22, 2019

 

[0:00] – Welcome to Down the Middle

[1:15] – What is on the mind of Creative Planning clients?

[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

We have representatives near you,
so we'll meet you wherever you are.

Request A Meeting

OR CALL US AT

(866) 909-5148

Resources for investors who want
to make more informed choices.

Read More

PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING