View the video of this post here. The 2024 Presidential Election is finally here. If it’s anything like the last few elections, many investors will use this as a reason to make big changes to their investments. Historically, has mixing politics and...

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...

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 on YouTube here. __ Note: I’m doing a big live webinar with YCharts this week (10/18 @ 2pm EST) on 10 Charts Every Investor Should Know. Register Here, open to all. __ The most important charts and themes in markets and...

View the video of this post here. The rate cuts are finally coming, with market participants expecting the Fed Funds Rate to be 100 bps lower by year end. What impact will this have on markets and the economy? Don’t miss my big live show with YCharts...

View the video of this post here. This week’s post is sponsored by YCharts. With YCharts’ NEW Quick Extract Tool, say goodbye to hours of manual data entry and hello to seamless portfolio creation. Whether it’s a PDF, screenshot, or spreadsheet,...

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...

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...

The top 5 holdings in the S&P 500 now make up 27% of the index, the highest concentration we’ve seen with data going back to 1980. Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in...

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...