Episode 14 - Coronavirus: The Market Impact and Planning Opportunities
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability.
Down the Middle · Jonathan Clements, Creative Planning, Peter Mallouk
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Show Notes
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability.
Time Stamps:
[0:00] – The Bear Market rally, and why it’s happening
[3:10] – The when - not if - of recovery
[7:00] – How large-cap stocks and tech companies are dominating
[10:30] – Alphabet soup recovery types
[14:23] – What you can do NOW!
[22:22] – Peter and Jonathan’s tips of the month
Important legal disclosure: http://bit.ly/2DC250b