Creative Planning
Investments. Estate. Tax. Financial Planning.
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Latest posts
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The Week in Charts (10/27/26)
Big themes for the week include the advantages of free cash flow, credit concerns and an anticipated Anthropic IPO. The post The Week in Charts (10/27/26) appeared first on Creative Planning .
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Retirement Travel Planning: How Travel Changes When Time Is No Longer Limited
Key Takeaways Retirement travel planning is less about choosing destinations and more about making sure your financial plan can support the travel you want, for as long as you want. If you’re like many soon-to-be retirees, finding time to travel throughout your working years may…
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What Is Board Insurance?
Key Takeaways Board liability insurance, also referred to as directors and officers (D&O) liability insurance, can help protect a company’s leadership from personal financial losses and legal costs should they be sued for mismanagement, breach of duty or alleged wrongful acts,…
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Do Rising Interest Rates Hurt Stock Market Returns?
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. In this highlight from The Week in Charts, Creative Planning Chief Market Strategist Charlie Bilello compares average…
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The Week in Charts (10/19/26)
Big themes for the week include inflation and its causes, two very different economies and a record homebuyer’s market. The post The Week in Charts (10/19/26) appeared first on Creative Planning .
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The State of the Markets (October 2026)
This special edition of The Week in Charts features an overall look at the state of the markets. Join Charlie Bilello for a comprehensive analysis of where markets stand today across every asset class: equities, real estate, crypto, commodities and more. The post The State of…
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Why Your Social Circle Matters in Retirement — and How to Build It
Key Takeaways Retirement changes more than your daily routine and sources of income. It can also affect your mental and emotional well-being. The colleagues you once saw daily, the obligations that filled your calendar and the casual conversations that shaped your workday can…
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Investment Scam Examples: Real-Life Cases and How to Help Protect Yourself
Key Takeaways In its Internet Crime Complaint Center (IC3) 2025 Annual Report, the FBI reported that investment-related fraud resulted in $8.65 billion in losses throughout the year, making it one of the costliest categories of cyber-enabled crime. According to new Federal Trade…
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How to Identify Phishing Emails: A Practical Guide to Protecting Your Inbox
Key Takeaways Understanding Phishing Emails To avoid falling victim to phishing email scams, it’s important to understand what they are and how to spot them. Most phishing attacks rely less on hacking software and more on manipulating people — a tactic often called social…
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Mastering Business Exit Planning: How the Right Advisors Help You Exit on Your Terms
You’ve poured years — maybe decades — into building your company. At some point, every owner asks a version of the same question: “How do I step away without losing what I’ve built?” For many founders, the answer starts with a thoughtful exit plan and the right team of business…