Chapter

A Financial Advisor's Thought Process on Asset Allocation and Investment Strategies
listen on SpotifyListen on Youtube
00:00 - 09:22 (09:22)

Financial Advisor shares his thought process on complex asset allocation and investment strategies, with a focus on counterintuitive insights, that help people make informed decisions about their finances.

Clips
Creative Planning provides wealth management services to clients and also offers legal support for other business-related issues.
00:00 - 05:33 (05:33)
listen on SpotifyListen on Youtube
Wealth Management
Summary

Creative Planning provides wealth management services to clients and also offers legal support for other business-related issues. Their services are highly effective, and they have been ranked as the number one independent wealth management firm in the United States by Barron's.

Chapter
A Financial Advisor's Thought Process on Asset Allocation and Investment Strategies
Episode
#356: Peter Mallouk — Exploring the Worlds of Investing, Assets, and Quality of Life
Podcast
The Tim Ferriss Show
The historical performance of gold as an asset class has been worse than every other major class except for cash, yet some still argue for its ownership.
05:33 - 09:22 (03:48)
listen on SpotifyListen on Youtube
Investment
Summary

The historical performance of gold as an asset class has been worse than every other major class except for cash, yet some still argue for its ownership. This episode explores the case against owning gold as an investment.

Chapter
A Financial Advisor's Thought Process on Asset Allocation and Investment Strategies
Episode
#356: Peter Mallouk — Exploring the Worlds of Investing, Assets, and Quality of Life
Podcast
The Tim Ferriss Show