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...

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...

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,...

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...

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,...

View the video of this post here. Your home is your castle, and if you’re like most Americans, it is also the single largest component of your net worth. Naturally, you would love to see your home appreciate in value over time. But by how much – what’s...

View the video of this post here. When investors think about risk, it’s the extremes that immediately come to mind… 1929 (Great Depression) 1974 (Energy Crisis) 1987 (Black Monday Crash) 2000 (Dot-Com Bubble) 2008 (Financial Crisis) 2020 (Pandemic Crash)...

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...

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...

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...