27 min listen
The Future of Financial Planning
The Future of Financial Planning
ratings:
Length:
32 minutes
Released:
Jan 22, 2024
Format:
Podcast episode
Description
Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 500 finally made it back to new highs after a two year battle with inflation and rising rates. While some investors may feel vertigo, history suggests the good times may keep on rolling.
LINKS FOR SHOW NOTES:
https://www.barchart.com/stocks/highs-lows?timeFrame=alltime
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8546676
https://creativeplanning.com/peter-mallouk/
https://creativeplanning.com/insights/
https://www.thriftbooks.com/a/peter-mallouk/1267858/
https://www.investopedia.com/trading/continuation-patterns-introduction/
LINKS FOR SHOW NOTES:
https://www.barchart.com/stocks/highs-lows?timeFrame=alltime
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8546676
https://creativeplanning.com/peter-mallouk/
https://creativeplanning.com/insights/
https://www.thriftbooks.com/a/peter-mallouk/1267858/
https://www.investopedia.com/trading/continuation-patterns-introduction/
Released:
Jan 22, 2024
Format:
Podcast episode
Titles in the series (100)
How to Keep Your Head During the Election and Pandemic Volatility, with Josh Brown: 'Downtown' Josh Brown from Ritholtz Wealth Management joins The Express to help investors keep their perspective as markets swirl amid a resurgence in the coronavirus and election volatility. We also track where the money is flowing with Investopedia's James Chen as investors seek safety amid the choppiness... and why Value at Risk is the most important investing term of the week. All that and more on The Investopedia Express this week. by The Investopedia Express with Caleb Silver