What Not to Do When the Market Is Down with Peter Mallouk
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Who is Peter Mallouk and what is Creative Planning?
You know that I loved Creative Planning's approach to wealth management so much that I actually joined their team as a financial education advocate. Today, we talk about some things to do and not to do in times when the stock market is down. And stay tuned to the end of the episode where I share with you how you can get one-on-one help from Peter's team as well. But first, here's our conversation.
Peter Malouk, welcome back to Money Rehab.
Good to be back. Good to see you.
How do bear markets typically behave and how should investors view them?
What a couple of weeks it has been. How are you doing?
I'm doing great. I think that like if you've been doing this a long time, you just know this stuff happens every year or two, one way or another. You bear market every four or five years, but you just get used to it. And it's a different story every time. You know, it's kind of like if you've seen a romantic comedy or a horror movie.
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Chapters
10 chapters
1
Who is Peter Mallouk and what is Creative Planning?
3:21–3:53
2
How do bear markets typically behave and how should investors view them?
3:53–4:59
3
What was the market reaction to the recent tariff announcements?
4:59–7:14
4
What advice does Peter give investors unsure about what to do during downturns?
7:14–9:54
5
Should investors stay the course or invest more aggressively when the market is down?
9:54–11:18
6
What is the biggest risk during a market downturn: bad investments or panicked investors?
11:18–12:13
7
How does Peter balance empathy and tough love when advising panicked clients?
12:13–12:46
8
What strategies like rebalancing and tax loss harvesting can investors use in a downturn?
12:46–17:30
9
How should near-retirees protect their portfolios during a recession without sacrificing growth?
17:30–20:55
10
What invisible work do financial advisors do behind the scenes during market downturns?
20:55–33:41
Speakers
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