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With a record $7.7 trillion sitting in money market accounts, @charliebilello and @PeterMallouk discuss the opportunity cost of sitting in cash and the odds that waiting for a market correction will allow you to buy in at a better price. youtu.be/J_Df0Wpmj0o?si…
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Creative Planning President and CEO @PeterMallouk appeared on Fox Business’ The Claman Countdown to explain why this is a “winner take all” economy, how hesitation is repricing the tech trade and why diversification has never been more important.
Watch the full conversation owNoeM
Watch the full conversation owNoeM
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Investors often hear that rising interest rates are bad for stocks and that falling rates are good. Nearly a century of market data tells a more nuanced story.
Rather than relying on the direction of interest rates alone, investors should consider the forces behind the move, th, inflation expectations and corporate earnings.
Listen to Charlie's full analysis here: bit.ly/3W2bzfV
Rather than relying on the direction of interest rates alone, investors should consider the forces behind the move, th, inflation expectations and corporate earnings.
Listen to Charlie's full analysis here: bit.ly/3W2bzfV
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The SpaceX IPO created an opportunity for thousands of SpaceX employees to become overnight millionaires. But this success also created tax and liquidity risks.
Creative Planning Chief Investment Strategist Ramesh Poola, CFA® and Chief Market Strategist @charliebilello consider scuss creative solutions to effectively help manage them.
Watch the full conversation here: bit.ly/4iwNq9Y
Creative Planning Chief Investment Strategist Ramesh Poola, CFA® and Chief Market Strategist @charliebilello consider scuss creative solutions to effectively help manage them.
Watch the full conversation here: bit.ly/4iwNq9Y
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What does it really mean to be wealthy? @dimensional Fund Advisors Founder and Chairman David Booth shares a personal lesson from his parents, whom he describes as “wealthy” even though they didn’t have much money.
Booth and Creative Planning President and CEO @PeterMallouk amily, legacy and why true wealth is ultimately about what matters most to you—not simply how much money you accumulate.
Booth and Creative Planning President and CEO @PeterMallouk amily, legacy and why true wealth is ultimately about what matters most to you—not simply how much money you accumulate.
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Join Creative Planning's Chief Investment Officer, James Battmer, for a Q3 market briefing — a focused conversation on what happened this quarter, what it signals and what it means for your portfolio.
Reserve your spot here: bit.ly/3VaX74V
Reserve your spot here: bit.ly/3VaX74V
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At the start of the year, Wall Street expected interest rates to fall. Instead, the Fed raised them.
𝐓𝐡𝐞 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐢𝐬𝐧’𝐭 𝐭𝐡𝐚𝐭 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐞𝐫𝐬 𝐰𝐞𝐫𝐞 𝐰𝐫𝐨𝐧𝐠. 𝐓𝐡𝐞 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐢𝐬 𝐭𝐡𝐚𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞 𝐦𝐚𝐤𝐢𝐧𝐠 𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐬 𝐚𝐫𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞.
Read the full commentary: bit.ly/3Vgnw1d
𝐓𝐡𝐞 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐢𝐬𝐧’𝐭 𝐭𝐡𝐚𝐭 𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐞𝐫𝐬 𝐰𝐞𝐫𝐞 𝐰𝐫𝐨𝐧𝐠. 𝐓𝐡𝐞 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐢𝐬 𝐭𝐡𝐚𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞 𝐦𝐚𝐤𝐢𝐧𝐠 𝐨𝐫𝐞𝐜𝐚𝐬𝐭𝐬 𝐚𝐫𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞.
Read the full commentary: bit.ly/3Vgnw1d
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Creative Planning President and CEO @PeterMallouk and Director of Financial Planning Jeff Stolper discuss the push to bring private investments into 401(k)s and what investors should know before making that decision.
They also examine the disconnect between falling consumer d spending — and what it could mean for the markets. Plus, get their tips of the month.
Full conversation here: bit.ly/4xULOv0
They also examine the disconnect between falling consumer d spending — and what it could mean for the markets. Plus, get their tips of the month.
Full conversation here: bit.ly/4xULOv0
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Join Creative Planning Chief Market Strategist @charliebilello for a special episode of The Week in Charts, where he shares a collection of must-see charts for helping investors understand the forces driving the markets.
Watch or listen to the full episode here: bit.ly/3VmsPvX
Watch or listen to the full episode here: bit.ly/3VmsPvX
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We're so grateful for the energy and enthusiasm our clients, guests, team members and guest speakers shared to make CONNECT26 Kansas City such a memorable experience! #CONNECTKC26 #CONNECT26
WOW. Kansas City Connect 2026 is now in the bag. What a day! Thank you to the 6,000 clients who joined us in person from all over the world, and to the thousands more who tuned in virtually to spend their Saturday with us.
We covered finance, economics, tech, AI, wellness and erspectives from both sides of the aisle with President Barack Obama and former Secretary of State Mike Pompeo. The energy in the room was incredible from start to finish.
It was great to see so many of you at the event and all around Kansas City over the weekend. I already can't wait for next year!
Chicago, see you Thursday!
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Is confidence really the key to performing at your best under pressure?
Inner Excellence author Jim Murphy joins Creative Planning President and CEO @PeterMallouk on Icons and Ideas to explain why confidence can sometimes be misleading and why belief and presence may be even drops tomorrow at 8:00am CT.
Inner Excellence author Jim Murphy joins Creative Planning President and CEO @PeterMallouk on Icons and Ideas to explain why confidence can sometimes be misleading and why belief and presence may be even drops tomorrow at 8:00am CT.
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Creative Planning President and CEO Peter Mallouk and Mark Cuban were willing to stake their positions with a $1 million dollar bet, with the proceeds going to charity.
@PeterMallouk explains his approach and where they stand 5 years in on Barron’s Roundtable.
@PeterMallouk explains his approach and where they stand 5 years in on Barron’s Roundtable.
Five years ago, Mark Cuban and I placed a $1 million bet.
He could pick the stocks of his choice. I took the S&P 500. We also placed a bet on crypto.
I joined the Barron’s Roundtable to talk about our different approaches and how the bets are playing out.
foxbusiness.com/video/64046220…
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$40 trillion and counting.
This month on Down the Middle, Creative Planning President and CEO @PeterMallouk and Director of Financial Planning Jeff Stolper, CFP®, CPA discuss the United States’ $40 trillion national debt, how we got here, what it could mean for the economy and h could offer a way out.
Listen here: bit.ly/4qTsug0
This month on Down the Middle, Creative Planning President and CEO @PeterMallouk and Director of Financial Planning Jeff Stolper, CFP®, CPA discuss the United States’ $40 trillion national debt, how we got here, what it could mean for the economy and h could offer a way out.
Listen here: bit.ly/4qTsug0
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What does “you only live once” really mean when it comes to risk?
@morganhousel, bestselling author of “The Psychology of Money,” explains why YOLO can be just as compelling a reason to avoid a risk as to take one.
Download the full episode of 𝐈𝐜𝐨𝐧𝐬 𝐚𝐧𝐝 𝐈𝐝𝐞𝐚𝐬 pple, Spotify, YouTube or wherever you listen to your favorite podcasts.
@morganhousel, bestselling author of “The Psychology of Money,” explains why YOLO can be just as compelling a reason to avoid a risk as to take one.
Download the full episode of 𝐈𝐜𝐨𝐧𝐬 𝐚𝐧𝐝 𝐈𝐝𝐞𝐚𝐬 pple, Spotify, YouTube or wherever you listen to your favorite podcasts.
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This week, Chief Market Strategist @charliebilello looks at the biggest upside surprise in history, the Fed falling further behind the curve, a shrinking labor force and record overseas travel.
Listen or watch the episode here: bit.ly/4qptIiN
Listen or watch the episode here: bit.ly/4qptIiN
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What's the biggest threat to the global economy over the next 20 years?
Creative Planning President and CEO @PeterMallouk asks @OneCarlyle CEO Harvey Schwartz about the greatest systemic risks facing investors and businesses.
Harvey explains why cyberattacks, technological onflict pose far greater risks than many people realize.
Watch the full conversation: lnkd.in/deiJrugH
Creative Planning President and CEO @PeterMallouk asks @OneCarlyle CEO Harvey Schwartz about the greatest systemic risks facing investors and businesses.
Harvey explains why cyberattacks, technological onflict pose far greater risks than many people realize.
Watch the full conversation: lnkd.in/deiJrugH
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What's the most important leadership trait during uncertain times?
Creative Planning President and CEO @PeterMallouk asks Harvey Schwartz, CEO of @OneCarlyle, about leadership, investing, AI, private markets and navigating a rapidly changing world.
Watch or listen here:
hvKRNrGU5
Apple Podcast: bit.ly/4xoCksq
YouTube: bit.ly/4pS8zgN
Creative Planning President and CEO @PeterMallouk asks Harvey Schwartz, CEO of @OneCarlyle, about leadership, investing, AI, private markets and navigating a rapidly changing world.
Watch or listen here:
hvKRNrGU5
Apple Podcast: bit.ly/4xoCksq
YouTube: bit.ly/4pS8zgN
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In this edition of The Week in Charts, Chief Market Strategist Charlie Bilello discusses a spike in earnings versus expectations, SpaceX’s post-IPO performance and continuing escalation in the Iran war.
Watch the full episode: bit.ly/4fIh9dm
Watch the full episode: bit.ly/4fIh9dm
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We’re pleased to announce that Brenna Saunders, Jessica Culpepper, Molly Rothove, and Carolyn Frager have been named to the 2026 Barron’s Top 100 Women Financial Advisors list.
*Barron’s Top Women Financial Advisors is awarded each July, based on data from a 12-month period through March 31.
*Barron’s Top Women Financial Advisors is awarded each July, based on data from a 12-month period through March 31.
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Fraudsters study your social media. They pose as trusted advisors or family members. They invent urgent scenarios to pressure you into transferring funds or sharing sensitive information. Join Creative Planning on July 29 to learn how these schemes work and what safeguards ur vulnerability.
Register now: bit.ly/4vn03rj
Register now: bit.ly/4vn03rj
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We’re excited to announce the acquisition of Lovell Insurance Group, a respected commercial insurance brokerage known for its expertise in complex commercial insurance, surety and risk management solutions.
Both firms share a culture of innovation, transparency and always and goals first.
Please help us welcome this extraordinary team to Creative Planning!
bit.ly/4aUdE25
Both firms share a culture of innovation, transparency and always and goals first.
Please help us welcome this extraordinary team to Creative Planning!
bit.ly/4aUdE25
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