View the video of this post here. This week’s post is sponsored by YCharts. Over the next decade, trillions will pass from older generations to their kids and grandkids.But here’s the catch – 80% of those heirs will fire their parents’ advisor. The...

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 888% (8% per year) AFTER adjusting for inflation. Why you need...

View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1)...

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. The Fed just resumed cutting rates after holding steady for over a year. Unemployment is climbing, bond yields are falling, and cash payouts are starting to fade. YCharts’ new...

View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path to financial freedom. What’s included? A Portfolio Checkup(do you have a customized portfolio that will meet your...

View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1)...

View the video of this post on YouTube here. This week’s post is sponsored by YCharts. Markets don’t move in straight lines, and 2025 has been a masterclass in that. That’s why I partnered with YCharts to create a visual breakdown of the most important...

View the video of this post here. “The first rule of compounding is to never interrupt it unnecessarily.” – Charlie Munger Subscribe to our YouTube channel for long-term trends, rational thinking, and timeless principles. This is a special edition of the...

View the video of this post here. This week’s post is sponsored by YCharts. Markets don’t move in straight lines, and 2025 has been a masterclass in that. That’s why I partnered with YCharts to create the 2025 Halftime Report deck: a visual breakdown of...