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...

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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. 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 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...

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 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:...

View the video of this post here. The 2024 Presidential Election is finally here. If it’s anything like the last few elections, many investors will use this as a reason to make big changes to their investments. Historically, has mixing politics and...

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...

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...