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The Future of Financial Planning
Manage episode 396895836 series 2836180
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.investopedia.com/trading/continuation-patterns-introduction/
198 episodi
Manage episode 396895836 series 2836180
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.investopedia.com/trading/continuation-patterns-introduction/
198 episodi
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