Down the Middle

Peter and Jonathan discuss what you shouldn't do in the year ahead, including listening to market pundits, loading up on recent investment winners and procrastinating on crucial financial tasks. 

Hosted by Creative Planning 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: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ [email protected]

Peter and Jonathan discuss how 2020 has been unique in many ways, yet validates our long held beliefs.

Hosted by Creative Planning 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: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ [email protected]

The election results are unfolding and the markets are shrugging. 

Hosted by Creative Planning 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: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ [email protected]

In this episode, Peter and Jonathan discuss

• The election
• Have the markets really moved beyond COVID-19?
• Bond yields
• Record home sales

Hosted by Creative Planning 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: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ [email protected]

Are Wall Street and Main Street disconnected?

Elections and the markets.

How to handle IRA beneficiaries under the new tax laws.

We each give our tip of the month.

Hosted by Creative Planning 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: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ [email protected]

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why the markets are performing in ways that are surprising - and even counterintuitive - to what many investors and observers might expect. On a macro level, Peter and Jonathan discuss how the upcoming election season may influence the markets, and on a micro level, steps that individuals and families can take if they’re feeling insecure in their employment or their ability to meet their monthly expenses.

Time Stamps: 

[0:00] – Why markets are still up amid the uncertainty

[3:05] – How high-tech stocks are getting big-time results

[6:58] – The market tensions of election season

[11:05] – Avoiding financial overreaction to changes in leadership

[14:00] – What to do if the hoped-for recovery (or your job) falls through

[20:40] – Peter and Jonathan’s tips of the month

Hosted by Creative Planning 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: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ [email protected]

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

Hosted by Creative Planning 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: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ [email protected]

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at the far-reaching economic impacts of Covid-19. They also discuss the pandemic’s acceleration of brands’ transitions; why foreign bonds are currently a no-win proposition; and how you just might locate long-lost assets among the rubble. 

Time Stamps: 

[0:00] – Bear Market rally from S&P decline of 34%

[3:27] – Pandemic’s effect on corporate earnings

[6:00] – Bonds’ performance through the downturn

[10:24] – How the Federal deficit and investors are impacted

[12:20] – Assets’ allocation vs. location

[14:20] – Peter and Jonathan’s tips of the month

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability. 

Time Stamps: 

[0:00] – The Bear Market rally, and why it’s happening

[3:10] – The when - not if - of recovery

[7:00] – How large-cap stocks and tech companies are dominating

[10:30] – Alphabet soup recovery types

[14:23] – What you can do NOW!

[22:22] – Peter and Jonathan’s tips of the month

Important legal disclosure: http://bit.ly/2DC250b

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks at the coronavirus and its impacts on the markets. Our hosts discuss how investors can reasonably respond based on data and precedent, and what’s to be learned going forward. And of course, Jonathan and Peter share their tips of the month!

Time Stamps: 

[0:00] – Coronavirus and its effects on markets

[4:16] – Investor responses to the coronavirus 

[6:10] – What the recovery may look like 

[10:50} – The value of diversification and bonds

[12:39] – Peter Mallouk’s tip of the month

[13:00] – Jonathan Clements’ tip of the month