Wealth Management, Investing, and Financial Planning by Peter Mallouk
Peter Mallouk is President and Chief Investment Officer of Creative Planning, an advisory firm with more than US $200 billion in assets under management. Recognition as the only three-time number one Independent Financial Advisor by Barron’s underscores his influence in wealth management. Mallouk frequently publishes columns in CNBC and Forbes, offering perspectives on risk allocation and long-term portfolio construction.
Public commentary on cryptocurrencies has been skeptical, with frequent claims that over 99% of tokens will ultimately fail, sparking debate with digital asset advocates. Despite this caution, Mallouk acknowledges client interest and the potential for select tokens to survive regulatory shifts. Creative Planning serves more than 80,000 clients, making it one of the largest registered investment advisory firms in the United States. Annual earnings, combining executive compensation and book royalties, are estimated in the seven-figure USD range. With broad financial media exposure and leadership of a multi-billion-dollar firm, Mallouk is positioned as a leading voice in traditional finance’s dialogue with crypto markets.
Peter Mallouk: Diversification means missing both best and worst outcomes each year
Peter Mallouk described diversification as accepting that one will never have the best-performing portfolio in any given year, but also avoiding the worst results. He stated that the goal is not ...
High mortgage rates are restricting housing activity, Peter Mallouk notes
Peter Mallouk described current 30-year mortgage rates as relatively high, noting that they are paralyzing the housing market. Mallouk added that while the rates may not seem unprecedented from a ...
Peter Mallouk: S&P 500 reached 1,334 all-time highs since 1957
The S&P 500 index has reached 1,334 all-time highs since its creation in 1957, averaging a new record every 19 days. Peter Mallouk described these all-time highs as a normal part of long-term ...
Investing during record market highs yielded better returns since 1989, Peter Mallouk notes
Peter Mallouk stated that one of the biggest myths in investing is that reaching new all-time highs is a valid reason to take profits. Mallouk added that, according to data since 1989, money ...
Peter Mallouk: Stock returns similar in rising and falling interest rate periods since 1928
Peter Mallouk questioned the belief that high interest rates are bad for stocks, pointing to historical data that suggests otherwise. He stated that since 1928, the S&P 500 averaged an 11.9% ...
30-year Treasury yield hits 5.64 percent, Peter Mallouk notes
Peter Mallouk highlights that the 30-year U.S. Treasury yield has risen to 5.64 percent, reaching its highest point since 2002. He attributes this increase to ongoing U.S. government borrowing ...
Peter Mallouk: Median and average 401(k) balances by age highlight benefits of early saving
Peter Mallouk encourages individuals to focus on their own financial journeys rather than comparing themselves to average 401(k) balances by age. He suggests that making small, consistent ...
Leaving politics out of portfolio management supports market performance, Peter Mallouk notes
Peter Mallouk warns that confirmation bias can lead investors to believe that the economy and markets will always perform better under their preferred political party and falter under another. He ...
Peter Mallouk: S&P 500 outpaces inflation over last 30 years
Peter Mallouk compares the impact of inflation and stock market investing over the past 30 years. According to Mallouk, $1 in purchasing power declined to $0.47 due to inflation during this ...
Considering taxes and estate planning is crucial, Peter Mallouk notes
Peter Mallouk emphasizes that financial advice extends well beyond investment decisions. In a recent discussion with Dimensional Founder and Chairman David Booth, he explored the importance of ...
Peter Mallouk: Turbulent markets provide long-term opportunities for diversified investors
Peter Mallouk offers guidance for investors facing volatile markets, emphasizing the value of a long-term perspective. He highlights that diversified portfolios remain resilient and that market ...
10-year Treasury yield hits 19-year high, Peter Mallouk warns
Peter Mallouk points out that the 10-year Treasury yield has climbed to its highest level in 19 years. He stresses that the bond market is sending a message to Washington about the risks of ...
Peter Mallouk: Stock and crypto bets with Mark Cuban reflect different investment strategies
Peter Mallouk revealed that five years ago, he placed a $1 million bet with Mark Cuban. In this wager, Cuban selected his own stocks, while Mallouk chose the S&P 500. The pair also made a separate ...
Investing at market highs leads to better returns since 1989, Peter Mallouk notes
Peter Mallouk highlights a surprising trend in market investment performance. According to Mallouk, since 1989, money invested when the market is at all-time highs has actually delivered better ...
Peter Mallouk: S&P 500 reached 1,332 all-time highs since 1957
Peter Mallouk highlights that the S&P 500 has achieved 1,332 all-time highs from 1957 to the present. He explains that, on average, the index sets a new record once every 19 days. Mallouk ...
30-year Treasury yield at 19-year high signals long-term financing pressures, Peter Mallouk warns
Peter Mallouk highlights that the yield on the 30-year Treasury has climbed to a 19-year high. He argues that the bond market is sending a clear message to Washington: borrowing trillions ...
Peter Mallouk: U.S. debt increased by $450 billion since July 1
Peter Mallouk highlights a rapid surge in U.S. national debt, noting that $450 billion has been added since July 1. Mallouk points out this equates to over $15 billion in new debt every day. He ...
Carlyle Group CEO addresses economy and mental health, Peter Mallouk discusses
Peter Mallouk spoke with Harvey Schwartz, CEO of The Carlyle Group, in Manhattan for an upcoming episode of Icons and Ideas. The conversation covered markets, the economy, national debt, global ...
Peter Mallouk: U.S. national debt continues to rise regardless of political party
Peter Mallouk draws attention to the relentless growth of the U.S. national debt, suggesting that it keeps rising no matter which political party is in power. He points out that both parties seem ...
Outward appearances may not reflect true wealth, Peter Mallouk notes
Peter Mallouk shares an observation that individuals with modest lifestyles can possess substantial wealth, while those living lavishly may actually carry significant debt. Mallouk emphasizes ...
Peter Mallouk: Homebuyers should not focus only on monthly mortgage payments
Peter Mallouk cautions that homebuyers often make the mistake of focusing only on monthly mortgage payments. He emphasizes the importance of factoring in rising taxes, increasing insurance costs, ...
