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