Understanding Investing and Protecting Your Wealth

Understanding Investing and Protecting Your Wealth

Assessment

Interactive Video

Business, Life Skills, Social Studies

Professional Development

Hard

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The video features Peter Mallouk discussing the importance of fiduciaries in financial advising, highlighting the differences between fiduciaries and brokers. He explains Creative Planning's approach to investment, emphasizing transparency and client interests. The discussion covers common investment mistakes, such as market timing, and the nature of market cycles and corrections. Mallouk advises on protecting investments and the importance of credit security, especially in light of data breaches. The conversation concludes with insights on avoiding political influence in investment decisions.

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What new insight or understanding did you gain from this video?

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