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The Great Reversal – Chart of the Day (7/11/24)
Charlie Bilello Charlie Bilello
Today we witnessed one of the wildest trading days in the history of markets, with all of the major secular trends of the past decade reversing course in dramatic fashion. At the top of that list: the 180 degree shift in market cap leadership. Small...
3 months ago
2 MIN READ
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The State of the Markets (June 2024)
Charlie Bilello Charlie Bilello
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? Portfolio Checkup (do you have a portfolio that will meet your needs/goals?) Retirement Roadmap (are you on...
4 months ago
9 MIN READ
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The Week in Charts (9/25/24)
Charlie Bilello Charlie Bilello
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...
2 weeks ago
6 MIN READ
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The Week in Charts (7/29/24)
Charlie Bilello Charlie Bilello
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...
2 months ago
8 MIN READ
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The Week in Charts (9/18/24)
Charlie Bilello Charlie Bilello
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...
3 weeks ago
5 MIN READ
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The Week in Charts (8/12/24)
Charlie Bilello Charlie Bilello
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...
2 months ago
8 MIN READ
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The Week in Charts (4/1/24)
Charlie Bilello Charlie Bilello
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....
6 months ago
6 MIN READ
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The Week in Charts (7/8/24)
Charlie Bilello Charlie Bilello
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...
3 months ago
6 MIN READ
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The Week in Charts (8/19/24)
Charlie Bilello Charlie Bilello
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...
2 months ago
8 MIN READ