Mallory Wealth Management: Malik Mallory, Financial Advisor

Mallory Wealth Management: Malik Mallory, Financial Advisor Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
06/10/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/08/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/05/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
06/03/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
06/01/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

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Start building your child's financial future today with these key points to know about Roth IRAs.
05/29/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Learn the language of life insurance.
05/27/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
05/25/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
05/22/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Address

800 N. Haven Avenue Ste 350
Ontario, CA
91764

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19099720148

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