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...

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...

View the video of this post here. This week’s post is sponsored by YCharts, a powerful investment research platform that helps advisors analyze markets, compare securities, and create compelling client visuals. Learn more and get 20% off your initial...

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...

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...

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...

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...

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...

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 828% (7.7% per year) AFTER adjusting for inflation. Why you need...

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...