Meet the RIA

Peter Mallouk of Creative Planning shares how investors can avoid some of the common mistakes made during a bear market.

Show Notes

Peter Mallouk discusses how to invest during a bear market, common mistakes people make trying to time a top or a bottom, and potential buying opportunities. He also explains why stocks can be going up while small businesses are failing, calling it a big disconnect between Main Street and Wall Street. Mallouk is the President of Creative Planning, which has been consistently ranked one of the top RIA firms in the country.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.