View the video of this post here. Join me for a fast-paced, 30-minute webinar with YCharts on Wednesday, July 9th where we’ll break down the key market shifts from the first half of the year—and what they mean for investors going forward. We’ll cover...

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. 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. 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. 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. 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. 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...

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. 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,...

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...