Down the Middle

著者: Peter Mallouk & Jonathan Clements
  • サマリー

  • Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
    2023
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あらすじ・解説

Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
2023
エピソード
  • Financial Moves to Consider Before Year-End
    2024/10/31

    With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.

    Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

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    12 分
  • Don't Let Uncertainty Derail Your Portfolio
    2024/09/30

    Almost two years into the current stock market rally, worries over the economy, interest rates and this year’s presidential election have many investors feeling on edge. Peter and Jonathan give their take on why some investors have trouble sticking with their long-term asset allocation (and how media narratives contribute). Plus, learn why you should audit your cell phone app settings and consider clearing out your basement.

    Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?

    Email us @ podcasts@creativeplanning.com

    続きを読む 一部表示
    13 分
  • What's "Normal" for the Stock Market?
    2024/08/29

    The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash.

    Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

    Important Legal Disclosure:
    creativeplanning.com/important-disclosure-information/

    Have questions or topic suggestions?
    Email us @ podcasts@creativeplanning.com

    続きを読む 一部表示
    15 分

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