View the video of this post here. This week’s post is sponsored by YCharts. During uncertain markets, clients start questioning the benefits of staying invested. With YCharts, you can easily convey to clients why long-term investing is the best strategy. YCharts’ Top 10 Visuals offers ready-to-use charts that make these exact conversations easier. The deck visualizes […]
View the video of this post here. AI is supposed to save advisors time – not become another tab to manage. That’s why YCharts built Y, an AI agent that works directly inside the platform advisors already use. Y can analyze portfolios, compare investments, build proposals, and create client-ready materials. Upload a prospect’s brokerage statement and […]
View the video of this post here. Managing your wealth involves much more than choosing investments. Creative Planning brings financial planning, investment management, tax strategy, estate planning and insurance together under one roof, with a dedicated team focused on your unique goals. At Creative Planning, we’re proud to help clients experience a richer way to wealth […]
View the video of this post here. Subscribe to our YouTube channel HERE for weekly videos breaking down the most important charts, trends, and investing lessons. Helping you separate the signal from the noise. The most important charts and themes in markets and investing… 1) The Hundred-Year Flood “This is a hundred-year flood. I’ve never seen […]
View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 852% (7.8% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one […]
View the video of this post here. The most important charts and themes in markets and investing… 1) The Biggest IPO in History SpaceX officially became the biggest IPO in history, raising a total of $85.7 billion. That’s $60 billion more than the 2nd largest IPO, Saudi Aramco ($25.6 billion raised in 2019). At […]
View the video of this post here. Tomorrow (6/9) at 2 PM ET, I’ll be joining YCharts for a Midyear Market Outlook. We’ll take a data-driven look at where markets stand today, what’s changed over the past six months, and what investors should be watching as we head into the second half of 2026. Topics will […]
View the video of this post here. Something I’m excited about is a new offering from YCharts called Communities. It gives advisors a way to follow research and insights from voices they already trust, directly inside the platform many use daily for investment research and client communication. That means instead of trying to recreate the charts […]
View the video of this post here. This week’s post is sponsored by YCharts. By early May, advisors are already fielding mid-year client questions: How are things tracking? What should we change? YCharts helps you answer in real time with quick portfolio analysis, performance comparisons, and client-ready charts – without rebuilding everything from scratch. It can […]
View the video of this post here. 📊 Charts that don’t need a PhD to understand.🌎 Big-picture thinking without the TV drama.🎯 Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes in markets and investing… 1) Manias As long as human beings are involved […]
View the video of this post here. This week’s post is sponsored by YCharts. As tax season wraps up, many advisors shift from filing conversations to decision-making: what to do with cash, how to adjust portfolios, and how to communicate next steps clearly. The challenge isn’t the analysis, it’s turning it into something clients can actually […]
View the video of this post here. 📊 Weekly chart breakdowns. 🌎Big-picture market themes. 🎯Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) What Happens When Volatility Spikes? One year ago during the tariff turmoil, the S&P 500 fell […]
View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors create clean, client-ready visuals that clearly show portfolio positioning, allocations, and how decisions align with long-term goals. Build proposals, comparison charts, and reports in minutes – all in one place. Try YCharts for free, and save 20% when you […]
View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 789% (7.6% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one […]
View the video of this post here. 📊 Weekly chart breakdowns. 🌎Big-picture market themes. 🎯Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) A Record Oil Spike Crude Oil Futures started trading in 1983. Last week’s 36% spike was […]
View the video of this post here. This week’s post is sponsored by YCharts. Private equity, private credit, and real assets now represent a meaningful slice of many portfolios, but evaluating them alongside public markets isn’t simple. YCharts now supports Hamilton Lane private markets benchmarks, allowing advisors to analyze alternatives within the same framework as equities, […]
View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors research faster, visualize market data clearly, and turn complex portfolio questions into client-ready insights. Advisors using YCharts report saving ~20 hours/month across research, proposals, and client prep. And with built-in AI tools, it’s easier to see what changed, why […]
View the video of this post here. This week’s post is sponsored by YCharts. What Are THE Most Important Charts to Watch in 2026? Join me and YCharts for a live show on January 27 as we break down what history, fundamentals, and global market trends are telling us right now. Register here to save your spot. 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 2026 and beyond. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad, with over $385 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. Is the AI Boom the Next Dot-Com Bubble? Watch a replay of our live show on this question (YouTube) and download the slide deck HERE. Get 20% off your YCharts Professional subscription when you initially sign up for the service. The most important […]
View the video of this post here. 📊 Weekly chart breakdowns. 🌎Big-picture market themes. 🎯Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. 1) Don’t Fear All-Time Highs 2024 was a great year for the U.S. equity market, with the S&P 500 hitting 57 all-time highs. Was that something to […]
View the video of this post here. This week’s post is sponsored by YCharts. Is the AI boom a bubble… or the early innings of a supercycle? Join me and YCharts for a live show on December 4th breaking down how today’s boom compares to past cycles like the Dot-Com era. We’ll look at valuations, growth trends, […]
View the video of this post here. This week’s post is sponsored by YCharts. Is the AI boom a bubble… or the early innings of a supercycle? Join me and YCharts for a live show on December 4th breaking down how today’s boom compares to past cycles like the Dot-Com era. We’ll look at valuations, growth […]
View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 874% (7.9% per year) AFTER adjusting for inflation. Why you need to invest, in one chart… At Creative Planning, […]
View the video of this post here. 📊 Weekly chart breakdowns. 🌎Big-picture market themes. 🎯Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) Active Managers Go All-In Active managers reduced their equity exposure down to 35% back in April […]