Explore Game Changing Investment Concepts
- Discover how investing can be accessible and empowering for individuals at every stage of their retirement journey
- Gain the tools to recognize and sidestep common investing mistakes that could jeopardize your financial portfolio
- Learn some of the best ways to break free from common investor biases and emotionally driven financial choices
- Uncover the strong connection between financial freedom and personal fulfillment
Peter Mallouk, President and CEO of Creative Planning
Financial Advisor, New York Times Best-Selling Author
"As president and CEO of Creative Planning, an industry-leading, independent RIA firm, I spend a majority of my days doing what I love: helping clients live their best financial lives. When I first embarked on my career in the wealth management space, it quickly became clear to me that the industry needed a wake-up call. Most firms were focused on what was best for the advisor instead of what really mattered: the client.
And so, I used the countless opportunities I saw to provide a better client experience to fuel the development of Creative Planning — a firm that now offers a comprehensive suite of services, including wealth management, estate planning, insurance, legal services, tax, business and more, all designed to meet the needs of the client today, tomorrow and wherever life takes them.
In addition to my work at Creative Planning, I write a little here and there and podcast regularly about investing tips and market trends."
Informed Decisions Start Here
Money, Simplified by Peter Mallouk is designed to help readers recognize and avoid common errors in judgment that can wreak havoc on their portfolios. The book includes informative visuals to help illustrate key points and direct your focus to the essential concepts of investing that will assist you in becoming a successful long-term investor.
Explore Key Concepts From Money, Simplified
Why not just invest in the S&P 500?
Investing in an S&P 500 index fund can be an attractive option for many investors. However, there are long periods of time where large U.S. companies, which is what the S&P 500 is made up of, don’t do well. Things change — and they change without notice. Avoid putting all your eggs in one basket!
Inflation is a Key Component Driving Long-Term Stock Market Returns
We don’t freak out when the price of a hamburger at McDonald’s, a box of Corn Flakes, or a Hershey’s bar hits an all-time high. But, for some reason, we think the stock market is different. If you think a ticket to Disney World and a Chipotle burrito bowl are going to cost more 10 years from now, the stock market will probably do okay as well. The question is, is your portfolio prepared to evolve as the economy does?
"INVESTING SEEMS COMPLICATED,
BUT IT DOESN'T HAVE TO BE THAT WAY."
