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The Price of Admission
Charlie Bilello Charlie Bilello
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)...
6 days ago
7 MIN READ
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The Week in Charts (3/11/25)
Charlie Bilello Charlie Bilello
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...
2 weeks ago
6 MIN READ
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The Week in Charts (2/28/25)
Charlie Bilello Charlie Bilello
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...
3 weeks ago
7 MIN READ
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The Week in Charts (2/19/25)
Charlie Bilello Charlie Bilello
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...
1 month ago
4 MIN READ
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The State of the Markets (February 2025)
Charlie Bilello Charlie Bilello
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...
1 month ago
8 MIN READ
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The Week in Charts (2/3/25)
Charlie Bilello Charlie Bilello
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...
2 months ago
6 MIN READ
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The Week in Charts (1/27/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Their new “Debunking Investment Myths” deck is packed with data and visuals every investor can learn from. Click here to download the deck and mention Charlie Bilello to receive...
2 months ago
5 MIN READ
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The Week in Charts (1/20/25)
Charlie Bilello Charlie Bilello
View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states...
2 months ago
6 MIN READ
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2024: The Year in Charts
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 live show with YCharts...
2 months ago
14 MIN READ
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Why You Diversify
Charlie Bilello Charlie Bilello
“Why should I own anything other than the S&P 500?” This is the most common question investors are asking entering 2025. Why are they asking it? Because over the last decade, the S&P 500 has outpaced every other major asset class by a wide...
3 months ago
4 MIN READ