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). ThinkingBeyond.com

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…