Creator
Creative Planning summaries
Every long episode from Creative Planning, read in minutes: the key takeaways, the chapters, and a digest of the whole conversation. At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a …
What Happens When Volatility Spikes? | The Week in Charts (4/2/26) | Charlie Bilello
High volatility presents opportunity for long-term investors, as elevated VIX levels historically precede better forward returns, despite current market corrections and geopolitical risks.
10 Ways to Save on Your Taxes | Signal or Noise Ep 70 | Charlie Bilello | Peter Mallouk
Maximize tax savings with strategic planning by leveraging retirement accounts, HSAs, optimal asset placement, and proactive tax strategies.
Oil Spikes and Recessions | The Week in Charts (3/23/26) | Charlie Bilello | Creative Planning
The return of risk due to geopolitical events and oil spikes is impacting markets, with investors weighing potential recessionary impacts against historical data and Fed policy shifts.
The Fog of War | Signal or Noise Ep 69 | Charlie Bilello | Peter Mallouk | Creative Planning
The Fog of War introduces significant uncertainty, impacting markets, consumers, and Fed policy, with earnings as the ultimate market driver.
An Inflationary Correction | The Week in Charts (3/13/26) | Charlie Bilello | Creative Planning
Markets face an inflationary correction driven by rising oil prices and geopolitical uncertainty. The Fed is unlikely to cut rates soon, but housing affordability is improving.
Schwab CEO Rick Wurster: Crypto, AI and the Shifts Impacting How We Invest
Schwab CEO Rick Wurster discusses key themes like convenience, the young investor, AI, and digital assets, emphasizing a client-first approach and disruptive innovation.