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. 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...

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...

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 Analysis...

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. Join me for a big year end show with YCharts tomorrow (December 11 @ 2pm EST) covering my most important investing rules and what to expect in 2025. Register HERE to reserve your spot (if you can’t attend live, sign up...

View the video of this post here. This Week’s post is sponsored by YCharts. After a decade of near-zero rates, bonds are back in the spotlight. Clients want to know: Is credit risk rising? How do ladders compare to funds? Are their income strategies...

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 live show with YCharts...

The biggest US companies have been dominating the equity market for well over a decade. As a result, the outperformance of US large caps (S&P 500) over small caps (Russell 2000) is now at its most extreme level since November 24, 1999. What happened...

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...