Creative Planning

Creative Planning

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10/29/2026

From “don’t buy at all-time highs” to “successful investing requires predicting what happens next,” Creative Planning President and CEO Mallouk and Chief Market Strategist Charlie Bilello debunk 10 of the biggest myths in investing.

𝐋𝐢𝐬𝐭𝐞𝐧 𝐭𝐨 𝐭𝐡𝐞 𝟏𝟎 𝐦𝐲𝐭𝐡𝐬 𝐡𝐞𝐫𝐞: https://lnkd.in/gb8DVuiN

10/29/2026

What are the risks of holding onto concentrated stock? Creative Planning Chief Investment Strategist Ramesh Poola, CFA® and Chief Market Strategist Charlie Bilello discuss these risks and how strategic planning can help mitigate them.

Check out the full episode here: https://bit.ly/4ih7gES

10/23/2026

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, including economic growth, inflation expectations and corporate earnings.

Listen to Charlie's full analysis here: https://bit.ly/3W2bzfV

10/19/2026

The OBBBA gave affluent families something important: clarity. The estate tax exemption, income tax rates, charitable deductions and retirement contributions are all on firmer ground heading into the new year. Families managing significant wealth have until year-end to act. Join Creative Planning to find out how.

Wednesday, October 21, 2026 | Noon CT
Register now: https://bit.ly/484yDx8

10/19/2026

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.

Listen to Charlie's full analysis here: https://bit.ly/4yXlwK1

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400 East Rivulon Boulevard, Suite 106
Gilbert, AZ
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