View the video of this post here. “Don’t put off until tomorrow what you can do today.” – Ben Franklin Get a FREE Wealth Path Analysis from a Creative Planning advisor today and make sure you have a solid portfolio and sound financial plan to meet your goals and needs in the future. Creative Planning is […]
View the video of this post here. This week’s post is sponsored by YCharts, an all-in-one platform for investment research and client communication. Mention Charlie Bilello to receive a free YCharts 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 Monday Morning Panic The Monday […]
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 recent live show with YCharts covering the 4 most important charts to watch in the back half of 2024. The most important charts and themes […]
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 recent live show with YCharts covering the 4 most important charts to watch in the back half of 2024. The most important […]
View the video of this post here. Do you have a portfolio and financial plan that meets your needs for today and goals for tomorrow? Get a second look from Creative Planning with a FREE Wealth Path Analysis. Schedule a call or meeting today to receive a Portfolio Checkup, Retirement Roadmap, Proactive Tax Strategies, and more. […]
View the video of this post here. This week’s post is sponsored by YCharts. If you missed my live show with them on the 3 Major Stock Market Trends at Extremes, view the replay here. Taxes are inevitable, and minimizing your clients’ tax burdens is a key part of your role as a financial advisor. Instead of […]
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. So whether you’re in New York, California, Texas, Florida or any of the states in […]
View the video of this post here. Don’t miss my big live show with YCharts coming to you next Tuesday (June 18) @ 2pm EST. Register HERE to reserve your spot (if you can’t attend live, sign up to receive a replay). Topics: The most important charts and themes in markets and investing… 1) Positive and Negative Framing on Inflation Framing […]
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. So whether you’re in New York, California, Texas, Florida or any of the […]
View the video of this post here. Don’t miss my big live show with YCharts on June 18 @ 2pm EST. Register HERE to reserve your spot. What will we be discussing? The most important charts and themes in markets and investing… 1) The AI Show Goes On All eyes were on Nvidia last week as […]
View the video of this post here. Could your money be working harder for you? Make sure you’re on the right path to reach your goals by getting a second look on your portfolio and financial plan. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad. So whether […]
View the video of this post here. This week’s post is sponsored by YCharts. Every four years, the uncertainty surrounding the next president and their policies spark concern among investors. YCharts has you covered with their latest Election Guide, to help you successfully guide clients through election season and tackle commonly asked questions head-on. Grab your free copy here […]
View the video of this post here. Could your money be working harder for you? The most important charts and themes in markets and investing… 1) Labor Market Cooling There are a number of signs currently pointing to a cooling of the labor market… 2) Bad News Is Good News? Why did the S&P 500 rally 1.3% […]
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 YCharts subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) Expectations Are Everything When it comes to markets, expectations are everything, and during earnings season […]
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 download their top 10 visuals for client and prospect meetings. The most important charts and themes in markets and investing… 1) Inflation Heating Up Inflation is moving in […]
View the video of this post here. Could your money be working harder for you? The most important charts and themes in markets and investing… 1) Closing the Jobs Gap 303,000 US jobs were added in March, well above the consensus estimate of 200k jobs. This was the 39th consecutive month of jobs growth. The top […]
View the video of this post here. This week’s post is sponsored by YCharts. Their recent Client Communication Survey (800 financial advisor clients) found that 8 in 10 clients valued increased communication. See the full Survey Results Here. And mention Charlie Bilello to receive a free trial and 20% off your YCharts subscription when you initially sign up for the […]
View the video of this post here. Experience a Richer Way to Wealth… The most important charts and themes in markets and investing… 1) The Fed’s 2% Inflation Farce The Fed chose to hold interest rates steady once again at a range of 5.25-5.50%. This was not a surprise. What was a surprise, however, is the […]
View the video of this post here. This week’s post is sponsored by YCharts. In their latest Client Communication Survey, YCharts sought insights from nearly 800 financial advisor clients to uncover what clients truly desire from their advisors. The most eye-opening finding? 75% of respondents either switched advisors or contemplated doing so in 2023 — a stark increase […]
Note: Subscribe to our YouTube Channel here. The most important charts and themes in markets and investing… 1) Here Comes the FOMO The fear of missing out (FOMO) is in the air again. What brough it back? Parabolic advances that have become too extreme to ignore. Nvidia ($NVDA) is at the top of that list, […]
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 YCharts subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) All News Is Good News All news has been received as good news thus far […]
View the video of this post here. The most important charts and themes in markets and investing… 1) Unfathomable Growth Expectations were sky-high heading into the Nvidia earnings report and they were exceeded on all fronts. The growth rate for a company this large is simply unfathomable… Investors loved the results, driving up Nvidia’s market cap […]
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 YCharts subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) Inflation Coming in Hot The war against inflation has not yet been won. The latest […]
View the video of this post here. The most important charts and themes in markets and investing… 1) The Longest Inversion in History The US Yield Curve (10-year minus 3-month) has now been inverted for 473 consecutive days, the longest inversion in history. Historically, this has been a leading indicator of an economic downturn, but with […]
View the video of this post here. This week’s post is sponsored by YCharts. If you missed my live show with them on the 4 Most Important Charts to Watch in 2024, view the replay here. Mention Charlie Bilello to receive a free trial and 20% off your YCharts subscription when you initially sign up for the service. The most important charts […]