View the video of this post here. Tomorrow (6/9) at 2 PM ET, I’ll be joining YCharts for a Midyear Market Outlook. We’ll take a data-driven look at where markets stand today, what’s changed over the past six months, and what investors should be watching as...

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 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 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. 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 on YouTube here. __ This week’s post is sponsored by YCharts. Click here to view their Top 23 Charts from 2023. Mention Charlie Bilello to receive a free trial and 20% off your YCharts subscription when you initially sign...

View the video of this post here. Could your money be working harder for you? Get a FREE Second Look on your entire portfolio today when you schedule a call or meeting with a Creative Planning advisor. At Creative Planning, we’re proud to help...

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...

Note: Subscribe to our YouTube Channel here. The most important charts and themes in markets and investing… 1) Here Comes the FOMO The fear of missing out (FOMO) is in the air again. What brough it back? Parabolic advances that have become too extreme...

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...