Episode 11 - The Problem With New Year’s Resolutions…
Down the Middle - A podcast by Peter Mallouk & Jonathan Clements
Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at why New Year’s-driven behavioral and financial goal-setting often fails, and how success can be supported instead. They also discuss how dynamic market conditions - and not the calendar - should guide you when you’re rebalancing a portfolio or harvesting tax losses.
