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The Week in Charts (7/1/25)
Charlie Bilello Charlie Bilello
View the video of this post here. Special Offer for Week in Charts Readers Get a FREE Wealth Path Analysis from Creative Planning Wondering if you’re truly on track to meet your financial goals? Our complimentary Wealth Path Analysis covers it all:...
3 days ago
5 MIN READ
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The State of the Markets (June 2025)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Still using Fed sites and spreadsheets for yield data? Upgrade to YCharts’ new Yield Curve Tool — built for advisors who need fast, accurate macro insights. Visualize...
1 week ago
7 MIN READ
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The Week in Charts (6/5/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Still using Fed sites and spreadsheets for yield data? Upgrade to YCharts’ new Yield Curve Tool — built for advisors who need fast, accurate macro insights. Visualize...
4 weeks ago
5 MIN READ
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The Week in Charts (5/28/25)
Charlie Bilello Charlie Bilello
View the video of this post here. I’m excited to be speaking at Creative Planning’s CONNECT25 event in Chicago on June 26. I’ll be sharing insights on “7 Timeless Rules for Investors” alongside Peter Mallouk, followed by thought-provoking speakers on AI...
1 month ago
4 MIN READ
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The Week in Charts (5/19/25)
Charlie Bilello Charlie Bilello
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...
2 months ago
5 MIN READ
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The Week in Charts (5/14/25)
Charlie Bilello Charlie Bilello
View the video of this post here. At Creative Planning, we help you make smarter decisions with your money—so you can live life on your own terms. As one of the largest independent financial advisory firms in the U.S., we offer truly comprehensive...
2 months ago
5 MIN READ
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The Week in Charts (5/6/25)
Charlie Bilello Charlie Bilello
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...
2 months ago
7 MIN READ
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The Week in Charts (4/21/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Spend less time researching and more time advising with YCharts’ new AI Chat, built specifically for financial professionals. Instantly access key financial data, SEC filings,...
2 months ago
5 MIN READ
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The Week in Charts (4/14/25)
Charlie Bilello Charlie Bilello
View the video of this post here. In times of market uncertainty, staying informed and focused is more important than ever. At Creative Planning, we’re here to help you navigate today’s volatility with clarity, confidence, and a plan that aligns with...
3 months ago
5 MIN READ
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The Week in Charts (4/6/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Spend less time researching and more time advising with YCharts’ new AI Chat, built specifically for financial professionals. Instantly access key financial data, SEC filings,...
3 months ago
4 MIN READ