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)...

View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. We work with clients in all 50 states and abroad, with over $325 billion in assets...

View the video of this post here. This week’s post is sponsored by YCharts. With YCharts’ NEW Quick Extract Tool, say goodbye to hours of manual data entry and hello to seamless portfolio creation. Whether it’s a PDF, screenshot, or spreadsheet,...

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...

View the video of this post here. Join me for a big year end show with YCharts on December 11 (2pm EST) covering my most important rules on markets and investing and what to expect for 2025. Register HERE to reserve your spot (if you can’t attend live,...

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...

View the video of this post here. As we approach the start of a new year, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. What’s included? A Portfolio Checkup (do you have a portfolio that...

View the video of this post on YouTube 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. View my recent webinar with YCharts here:...

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. 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...