2 of America's most acclaimed wealth managers told us how to safeguard your money for a recession, and their tips for securing financial freedom
wealth manager Jeff Erdmann of Bank of America Merrill Lynch's Erdmann Groupand start reading now.Jeff Erdmann and Peter Mallouk have both been named some of the best wealth managers in the US.Insider interviewed Erdmann in late January and Erdmann in early February 2023.
Mallouk is the CEO of Creative Planning, a firm that's grown rapidly over the years and now advises on more than $200 billion in wealth. Barron's named him the best independent wealth advisor in the country in 2013, 2014, 2015, and 2017, and it named Creative Planning the best independent wealth management firm in the country in 2017.
Lastly, he said that investors should make sure they don't put themselves in damaging positions with big predictions.
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