Tracking Investment Performance: Key Metrics and Index Comparisons

Let’s harness the New Year energy and make 2025 a good year for our wealth, shall we? To help you do exactly that, Nicole sits down with Peter Mallouk, CEO of the award-wining wealth management and investment advisory firm Creative Planning. Peter shares what you can do to make your New Year’s resolutions actually stick, and what common investing mistakes we should all leave in 2024.

If you want some help making a strategy for your 2025 financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole