5 Mistakes Every Investor Makes and How to Avoid Them (eBook)

Peter Mallouk, award-winning financial advisor and philanthropist, describes common investment pitfalls and how to avoid them Peter Mallouk is the president of Creative Planning and affiliated companies. His organizations provide comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, and tax and estate planning services. He has been named the number one independent financial advisor in America on Barron's list (2014 and 2015), and Creative Planning has been named the number one independent wealth management firm in America by CNBC (2014 and 2015). He and his wife, Veronica, reside in Overland Park, Kansas, with their three children, Michael, JP, and Gabby. Read more about Peter at CreativePlanning.com.Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. For information on individual rankings, including methodology, please visit: https://creativeplanning.com/category/top-ria-recognition/