Peter Mallouk, JD, CFP

Peter Mallouk, JD, CFP, president and chief investment officer of Creative Planning Private Wealth Management, a financial advisory firm for high net-worth clients with more than $12 billion in assets under management, Leawood, Kansas. He is author of The 5 Mistakes Every Investor Makes and How to Avoid Them (Wiley).

Portfolio Strategy

Are You Prepared for the End of the Bull Market?

To help you tilt your investment approach to a more defensive stance, we asked five experts what smart moves you could make right now.

Portfolio Strategy

4 Biggest Mistakes Investors Are Making Now

Many of the investors who visit Peter Mallouk’s offices in a Kansas City suburb have one big request—don’t let me…