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The Future of Financial Planning

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Manage episode 396895836 series 2836180
Indhold leveret af Investopedia. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investopedia eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.amazon.com/Money-Simplified-Peter-Mallouk/dp/B0CLZ1W9RD/ref=sr_1_1?crid=2Z8DWE6F66HXN&keywords=money%2C+simplified&qid=1705971993&s=books&sprefix=money%2C+simplified%2Cstripbooks%2C102&sr=1-1

https://www.investopedia.com/trading/continuation-patterns-introduction/

  continue reading

193 episoder

Artwork
iconDel
 
Manage episode 396895836 series 2836180
Indhold leveret af Investopedia. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investopedia eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.amazon.com/Money-Simplified-Peter-Mallouk/dp/B0CLZ1W9RD/ref=sr_1_1?crid=2Z8DWE6F66HXN&keywords=money%2C+simplified&qid=1705971993&s=books&sprefix=money%2C+simplified%2Cstripbooks%2C102&sr=1-1

https://www.investopedia.com/trading/continuation-patterns-introduction/

  continue reading

193 episoder

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