Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

The Future of Financial Planning

The Future of Financial Planning

FromThe Investopedia Express with Caleb Silver


The Future of Financial Planning

FromThe Investopedia Express with Caleb Silver

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/
Released:
Jan 22, 2024
Format:
Podcast episode

Titles in the series (100)

Get ready for the week ahead with Investopedia’s Editor in Chief, Caleb Silver, as he digs into the most important stories in finance and global economics. Through expert analysis, interviews with the biggest names in business, and educational breakdowns of the news that moves markets, The Investopedia Express preps you with the information you need to start your week in finance.