Growth stock investors are partying like it’s 2000, with Growth’s outperformance versus Value at its highest level since July of that year. What happened in the 7 years following July 2000? Reversion to the mean. Growth stocks declined 27% while Value...

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) The First Correction of the Year The S&P 500 closed below its 50-day moving average last week for 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...

View the video of this post here. If we can help guide you on your road to wealth, reach out. — The most important charts and themes in markets and investing… 1) What Tends to Follow All-Time Highs? After a 38% rally off of the October 2022 low, 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...

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? Why the War Against Inflation Isn’t Over Navigating a Higher for Longer World Why You...

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...

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 download their top 10 visuals...

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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...