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The Great Reversal – Chart of the Day (7/11/24)
Charlie Bilello Charlie Bilello
Today we witnessed one of the wildest trading days in the history of markets, with all of the major secular trends of the past decade reversing course in dramatic fashion. At the top of that list: the 180 degree shift in market cap leadership. Small...
2 years ago
2 MIN READ
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The Week in Charts (9/3/24)
Charlie Bilello Charlie Bilello
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...
2 years ago
8 MIN READ
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The Week in Charts (2/19/25)
Charlie Bilello Charlie Bilello
View the video of this post here. Tax season is here and at Creative Planning we have over 300 CPAs to help minimize your tax burden while working with our wealth managers to maximize your potential returns. Reach out today for FREE Wealth Path...
1 year ago
4 MIN READ
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The Week in Charts (9/25/24)
Charlie Bilello Charlie Bilello
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...
2 years ago
6 MIN READ
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The Week in Charts (11/21/24)
Charlie Bilello Charlie Bilello
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...
2 years ago
5 MIN READ
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The Week in Charts (1/20/25)
Charlie Bilello Charlie Bilello
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...
2 years ago
6 MIN READ
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The Epic Small Cap Surge – Chart of the Day (7/16/24)
Charlie Bilello Charlie Bilello
Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. — US...
2 years ago
2 MIN READ
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The Week in Charts (7/14/26)
Charlie Bilello Charlie Bilello
View the video of this post here. Managing your wealth involves much more than choosing investments. Creative Planning brings financial planning, investment management, tax strategy, estate planning and insurance together under one roof, with a dedicated...
4 weeks ago
5 MIN READ
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The Week in Charts (7/27/26)
Charlie Bilello Charlie Bilello
View the video of this post here. AI is supposed to save advisors time – not become another tab to manage. That’s why YCharts built Y, an AI agent that works directly inside the platform advisors already use. Y can analyze portfolios, compare...
2 weeks ago
5 MIN READ