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. 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 […]
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 […]
View the video of this post here. The US Inflation rate has been moving down and the Fed is expecting it to remain near their target of 2% over the next few years. Which asset classes have performed best when inflation is tame? Get the latest research from YCharts on this topic HERE. The most important […]
View the video of this post here. Every week I do a video breaking down the most important charts and themes in markets and investing. Subscribe to our YouTube channel HERE for the latest content. The most important charts and themes in markets and investing… 1) The Inflation Downtrend Continues The downtrend in US inflation continues, […]
View the video of this post here. The Rate Cuts Are Coming! The only question: how fast will they go down. Join me for a big live show with YCharts this Thursday (September 12 @ 2pm EST) covering everything you need to know about the huge shift in Fed policy and its impact on markets/economy. Register HERE to reserve your […]
View the video of this post here. Could your money be working harder for you? Get a FREE Second Look on your entire portfolio today when you schedule a call or meeting with a Creative Planning advisor. At Creative Planning, we’re proud to help clients experience a richer way to wealth in all 50 states and […]
View the video of this post here. The rate cuts are finally coming, with market participants expecting the Fed Funds Rate to be 100 bps lower by year end. What impact will this have on markets and the economy? Don’t miss my big live show with YCharts on September 12 covering everything you need to know about the coming […]