View the video of this post here. This week’s post is sponsored by YCharts. How do you know if a portfolio truly fits the level of risk a client is comfortable with? It’s one of the toughest questions in investing, and one of the most important when advising. That’s why YCharts launched Risk Profiles, a new way for […]
View the video of this post here. This week’s post is sponsored by YCharts. Spend less time researching and more time advising with YCharts’ new AI Chat, built specifically for financial professionals. Instantly access key financial data, SEC filings, and market insights in a single search, seamlessly integrated into your YCharts workflow. Start using AI Chat today and get […]
View the video of this post here. In times of market uncertainty, staying informed and focused is more important than ever. At Creative Planning, we’re here to help you navigate today’s volatility with clarity, confidence, and a plan that aligns with your long-term goals. Get a FREE Portfolio Checkup from Creative Planning to ensure you’re on the right […]
View the video of this post here. This week’s post is sponsored by YCharts. Spend less time researching and more time advising with YCharts’ new AI Chat, built specifically for financial professionals. Instantly access key financial data, SEC filings, and market insights in a single search, seamlessly integrated into your YCharts workflow. Start using AI Chat today and get […]
View the video of this post here. Your home is your castle, and if you’re like most Americans, it is also the single largest component of your net worth. Naturally, you would love to see your home appreciate in value over time. But by how much – what’s a reasonable expectation? To answer that question, let’s […]
View the video of this post here. When investors think about risk, it’s the extremes that immediately come to mind… The commonality: fear, panic, and catastrophic losses. While these periods are all front and center in our minds, the reality is that risk is always present, even if you can’t always see it. It’s now been […]
View the video of this post here. This week’s post is sponsored by YCharts. Big changes are coming for advisors. If your investment research and analytics platform is being phased out, you can either get pushed into a system that doesn’t fit your workflow or you can take control and switch to a better solution. For a limited […]
View the video of this post here. This week’s post is sponsored by YCharts. “Sell in May and go away.” “Timing the market is the key to success.” “Now is the wrong time to invest.” We hear these classic investing myths all the time and many believe them. YCharts’ Debunking Investing Myths Deck is packed with data and visuals […]
View the video of this post here. Tax season is here and at Creative Planning we have over 300 CPAs to help minimize your tax burden while working with our wealth managers to maximize your potential returns. Reach out today for FREE Wealth Path Analysis to ensure you’re on the right path for 2025 and beyond. Here’s our […]
View the video of this post here. This week’s post is sponsored by YCharts. “Sell in May and go away.” “Timing the market is the key to success.” “Now is the wrong time to invest.” We hear these classic investing myths all the time and many believe them. YCharts’ Debunking Investing Myths Deck is packed with data and visuals […]
View the video of this post here. Tax season is here and at Creative Planning we have over 300 CPAs to help minimize your tax burden while working with our wealth managers to maximize your potential returns. Reach out today for FREE Wealth Path Analysis to ensure you’re on the right path for 2025 and beyond. […]
View the video of this post here. This week’s post is sponsored by YCharts. Their new “Debunking Investment Myths” deck is packed with data and visuals every investor can learn from. Click here to download the deck and mention Charlie Bilello to receive a free trial and 20% off when you first sign up for the […]
View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad, with over $325 billion in assets under management and advisement. So whether you’re […]
View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my live show with YCharts covering the Most Important Rules for Investors and What to Expect in 2025. Here are the charts and themes that tell the […]
“Why should I own anything other than the S&P 500?” This is the most common question investors are asking entering 2025. Why are they asking it? Because over the last decade, the S&P 500 has outpaced every other major asset class by a wide margin, gaining 13.1% per year versus 9.0% for U.S. small cap […]
View the video of this post on YouTube here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my recent live show with YCharts covering the Most Important Rules for Investors and What to Expect in 2025. Put these charts on your […]
View the video of this post here. As we approach the start of a new year, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. What’s included? Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad, with over […]
View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. What’s included? 1) Returns Are Lumpy The stock market goes up over time, but not all the time. It’s far from straight line higher and most […]
View the video of this post here. Join me for a big year end show with YCharts on December 11 (2pm EST) covering my most important rules on markets and investing and what to expect for 2025. Register HERE to reserve your spot (if you can’t attend live, sign up to receive a replay). The most important […]
View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. We work with clients in all 50 states and abroad, with over $325 billion in assets under management and advisement. Why not give your wealth […]
View the video of this post here. This week’s post is sponsored by YCharts. With YCharts’ NEW Quick Extract Tool, say goodbye to hours of manual data entry and hello to seamless portfolio creation. Whether it’s a PDF, screenshot, or spreadsheet, the AI-Powered Quick Extract will upload data from client portfolios in any format, giving you more […]
View the video of this post here. The 2024 Presidential Election is finally here. If it’s anything like the last few elections, many investors will use this as a reason to make big changes to their investments. Historically, has mixing politics and your portfolio been a good idea? No. The stock market tends to go up […]
View the video of this post here. The US CPI Inflation Rate has moved down to 2.4% and the Fed is expecting it to remain near their target of 2% over the next few years. Historically, which asset classes have performed best when inflation is “in range?” Get the latest research from YCharts on this topic […]
View the video of this post here. Creative Planning is now offering a FREE Wealth Path Analysis to all Week in Charts Readers. What’s included? Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad, with over $325 billion in assets under management and advisement. So whether you’re in New […]
View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) The Goldilocks Moment Not too hot. Not too cold. Just right. It’s the “Goldilocks” moment for […]