As we enter a new year, Peter Mallouk and Jonathan Clements discuss what risks could await investors in the year ahead – inflation, market volatility, and overconfidence – and why having an investment plan that’s based on your needs is key to weathering the unknown. Plus, they offer a reminder to proactively monitor your portfolio taxes and identify opportunities to harvest losses throughout the year.
Listen to Peter’s and Jonathan’s recap of 2021: https://creativeplanning.com/education/podcast/episode-33-the-financial-lessons-of-2021/
Learn more about tax-loss harvesting: https://creativeplanning.com/education/article/explainer-video-tax-loss-harvesting/
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