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 […]
View the video of this post here. This week’s post is sponsored by YCharts. Over the next decade, trillions will pass from older generations to their kids and grandkids.But here’s the catch – 80% of those heirs will fire their parents’ advisor. The Great Wealth Transfer Deck from YCharts helps advisors prepare for that shift – […]
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 888% (8% 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) Markets Are Partying Like It’s 1999 Mania is in the air again. The Nasdaq crossed above […]
View the video of this post here. This Week’s post is sponsored by YCharts. After a decade of near-zero rates, bonds are back in the spotlight. Clients want to know: Is credit risk rising? How do ladders compare to funds? Are their income strategies still holding up? To help you answer those questions, YCharts now offers bond-level data […]
View the video of this post here. This Week’s post is sponsored by YCharts. The Fed just resumed cutting rates after holding steady for over a year. Unemployment is climbing, bond yields are falling, and cash payouts are starting to fade. YCharts’ new 2025 Fed Rate Cut Deck gives you insights on: Download your free copy today to […]
View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path to financial freedom. What’s included? Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad, with over $370 billion in assets under management and advisement. So whether […]
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) Records Are Made to Be Broken The Dow moved back to an all-time high in August […]
View the video of this post on YouTube here. This week’s post is sponsored by YCharts. Markets don’t move in straight lines, and 2025 has been a masterclass in that. That’s why I partnered with YCharts to create a visual breakdown of the most important market trends and what they could signal for the road ahead. Download the […]
View the video of this post here. “The first rule of compounding is to never interrupt it unnecessarily.” – Charlie Munger Subscribe to our YouTube channel for long-term trends, rational thinking, and timeless principles. This is a special edition of the Week in Charts where I break down the state of the markets. Here’s a snapshot of […]
View the video of this post here. This week’s post is sponsored by YCharts. Markets don’t move in straight lines, and 2025 has been a masterclass in that. That’s why I partnered with YCharts to create the 2025 Halftime Report deck: a visual breakdown of the most important market trends from the first half of the year, and […]
View the video of this post here. “The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett Everyone wants to get rich quick. Buffett got rich by being patient. Subscribe to our YouTube channel for long-term trends, rational thinking, and timeless principles. The most important charts and themes […]
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) Breaking Down the Big, Beautiful Bill Here are the major tax changes under the Big Beautiful […]
View the video of this post here. Join me for a fast-paced, 30-minute webinar with YCharts on Wednesday, July 9th where we’ll break down the key market shifts from the first half of the year—and what they mean for investors going forward. We’ll cover Fed signals, sector rotations, and under-the-radar risks, plus share charts and insights […]
View the video of this post here. 🚨 Special Offer for Week in Charts Readers 🚨Get a FREE Wealth Path Analysis from Creative Planning Wondering if you’re truly on track to meet your financial goals? Our complimentary Wealth Path Analysis covers it all: ✅ Portfolio Checkup – Is your portfolio aligned with your goals and risk […]
View the video of this post here. This week’s post is sponsored by YCharts. Still using Fed sites and spreadsheets for yield data? Upgrade to YCharts’ new Yield Curve Tool — built for advisors who need fast, accurate macro insights. Visualize real-time Treasury curves, track key spreads, and spot intraday shifts — all in one place. Start using the […]
View the video of this post here. This week’s post is sponsored by YCharts. Still using Fed sites and spreadsheets for yield data? Upgrade to YCharts’ new Yield Curve Tool — built for advisors who need fast, accurate macro insights. Visualize real-time Treasury curves, track key spreads, and spot intraday shifts — all in one place. Start […]
View the video of this post here. I’m excited to be speaking at Creative Planning’s CONNECT25 event in Chicago on June 26. I’ll be sharing insights on “7 Timeless Rules for Investors” alongside Peter Mallouk, followed by thought-provoking speakers on AI and the science of happiness. If you’re in the Chicago area, we’d love for you […]
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. At Creative Planning, we help you make smarter decisions with your money—so you can live life on your own terms. As one of the largest independent financial advisory firms in the U.S., we offer truly comprehensive wealth management, tailored to your specific goals. Ready to see what that looks […]
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 […]