In this edition of The Week in Charts, Charlie Bilello breaks down what’s driving record highs in stocks, why gold is surging, how the Fed’s next moves could reshape bonds, and new shifts in the housing market, crypto, and the economy. Listen as Charlie covers these stories in depth here: https://lnkd.in/gQVyCfmB
About us
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024.
- Website
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https://creativeplanning.com
External link for Creative Planning
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
- Specialties
- Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, and Institutional
Locations
Employees at Creative Planning
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Sarah Wasaff
Private Wealth Manager & Partner at Creative Planning
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Steve Merrell, CFP®, AIF
Partner/Managing Director at Creative Planning, Monterey
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Mercedes Givens, CFP®
Partner / Private Wealth Manager at Creative Planning, LLC
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Jason Woon, AIF®, APR
Partner / Key Account Manager at Creative Planning, LLC
Updates
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If your goal is to leave a financial legacy that helps future generations with the cost of education, you may want to consider a dynasty 529 plan. These accounts provide all the advantages of a traditional 529 education savings plan with the added benefit of continued growth and tax advantages that can extend across multiple generations. In this article, Creative Planning Wealth Manager Christy Nichols highlights five benefits offered by dynasty 529 plans. https://lnkd.in/eyCXMUWU
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Creative Planning reposted this
The S&P 500 has returned an average of 11% per year since 1950 and has done so despite an average intra-year drawdown of 14%, and often drawdowns that are much worse. The lesson? Volatility doesn’t equal a permanent financial loss unless you sell.
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From how a credit card works to how to add value to any organization, Charlie and Peter discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise? https://lnkd.in/eafp6ZxF
5 Things That Should Be Required Learning in High School | Signal or Noise Ep 60 | Bilello | Mallouk
https://www.youtube.com/
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When you inherit a home, timing matters. Creative Planning Private Wealth Manager Chris Weeks, CFP® explains why getting an appraisal immediately and understanding your cost basis can help you avoid unnecessary tax burdens down the road. Read more in the WSJ. https://lnkd.in/ehQqZGxh
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The connection between money and happiness isn't what most people think. While 66% of us excel in one area of well-being, very few master all five. Learn how to identify your well-being gaps and strategically redirect spending toward what genuinely enhances your life satisfaction and long-term happiness. https://lnkd.in/edByHQVr
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We're excited to announce the acquisition of SageView Advisory Group. Please join us in welcoming this talented team to Creative Planning!
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