With 2024 almost in the books, what will the year ahead mean for investors? Peter and Jonathan discuss the four major investment asset classes — cash, bonds, stocks and private investments — and what

With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss h

Almost two years into the current stock market rally, worries over the economy, interest rates and this years presidential election have many investors feeling on edge. Peter and Jonathan give their

The stock market had a rough start in August after a mostly calm year. But whats considered normal? Peter and Jonathan answer this question and discuss why all risk isnt rewarded in this months e

Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about

In this episode of Down the Middle, Peter Mallouk takes on the role of interviewer as Jonathan Clements shares a significant life update. Through their personal and candid conversation, listeners will

Do as I say, not as I do doesnt work in most scenarios and it certainly doesnt work when teaching children about finances. Join Peter and Jonathan as they share personal stories and practical fi

Pave a clear path to a happy retirement by considering often overlooked elements of retirement planning on this episode of Down the Middle with Peter Mallouk and Jonathan Clements. Plus, learn about m

Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attem

Investing may seem complicated, but it doesnt have to be. This month, Peter and Jonathan dive into several major themes featured in Peters latest book, Money, Simplified. From home bias to market op