Articles / Insights & Guidance from our Leading Professionals

June 11, 2020
The SECURE Act & Trust Planning
  The SECURE Act was the most significant and wide-sweeping retirement plan legislation adopted in well over a decade. In addition to its direct impact on retirement plans, it triggers a need to revisit planning if your retirement account is left payable to a trust.…
by Seamus Smith, JD, LLM
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May 21, 2020
Navigating a Pandemic - Part 6
by Peter Mallouk, JD, MBA, CFP, President
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April 29, 2020
Navigating a Pandemic—Part 5
by Peter Mallouk, JD, MBA, CFP, President
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April 24, 2020
7 Ways to Utilize the New Retirement Plan Rules
by Peter Mallouk, JD, MBA, CFP, President
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April 23, 2020
Playing the Odds
by Jonathan Clements, Director of Financial Education
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April 16, 2020
10 Important Financial Planning Moves to Consider Right Now
by Peter Mallouk, JD, MBA, CFP, President
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April 9, 2020
Don’t Fall For It
by Peter Mallouk, JD, MBA, CFP, President
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March 31, 2020
Quick Reference Guide for COVID-19 Assistance Packages
by Candace Varner, CPA & Jeffrey Stolper, CPA, CFP & Jonathan Knapp, MBA, CFP
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March 27, 2020
Individual Planning with the CARES Act
by Jeffrey Stolper, CPA, CFP & Peter Mallouk, JD, MBA, CFP, President
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March 24, 2020
Navigating a Pandemic - Part 4
by Peter Mallouk, JD, MBA, CFP, President
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March 16, 2020
Navigating a Pandemic - Part 3
by Peter Mallouk, JD, MBA, CFP, President
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March 12, 2020
Navigating a Pandemic - Part 2
by Peter Mallouk, JD, MBA, CFP, President
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March 1, 2020
Navigating a Pandemic
by Peter Mallouk, JD, MBA, CFP, President
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February 26, 2020
Grantor Retained Annuity Trusts Revisited
by Seamus Smith, JD, LLM
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February 6, 2020
Sharing the Love
by Jonathan Clements, Director of Financial Education
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January 29, 2020
Pandemics & The Market
by Peter Mallouk, JD, MBA, CFP, President
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January 3, 2020
To Win The Game, You Have To Stay In The Game
by Peter Mallouk, JD, MBA, CFP, President
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December 30, 2019
2019 Tax Return Filings
by Candace Varner, CPA
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November 11, 2019
Joy To The World
by Jonathan Clements, Director of Financial Education
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November 6, 2019
Divorce: 3 Things to do Before You See an Attorney
by Stephanie Trentham, CFS, CFP
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October 15, 2019
Playing the Hits
by Andrew Sasso, CFP, ChSNC
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October 8, 2019
Blame the Messenger
by Peter Mallouk, JD, MBA, CFP, President
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August 29, 2019
The Sandwich Generation
by Andrea H. Olitsky, JD, MBA
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August 21, 2019
The Bonds That Gag
by Jonathan Clements, Director of Financial Education
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August 7, 2019
The Vehicle is Not the Destination
by Andrew Sasso, CFP, ChSNC
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July 24, 2019
Time to Boot the Bonds
by Brian Krause, CFP
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July 8, 2019
Half Time
by Peter Mallouk, JD, MBA, CFP, President
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July 3, 2019
Are You Rational or Are You Normal?
by Taylor Harroun, MS, MPAS, CFP
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May 30, 2019
Bet on the Humans
by Jonathan Clements, Director of Financial Education
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May 28, 2019
Alternative Investments
by Troy Kuhn, CAIAsm, MBA, CFP
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May 20, 2019
Clickbait: Financial Edition
by Andrew Sasso, CFP, ChSNC
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April 3, 2019
Cash is King?
by Peter Mallouk, JD, MBA, CFP, President
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February 18, 2019
Women’s Retirement Crisis
by Stephanie Trentham, CFS, CFP
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February 8, 2019
Avoid the First Quarter Mistake
by Todd Mons, MS, CFP
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February 6, 2019
10 Ways to Protect Yourself from Digital Threats
by Peter Mallouk, JD, MBA, CFP, President
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February 5, 2019
The Life-Changing Magic of Organizing Your Finances
by Colleen E. Maldonado, MBA, CFP
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January 29, 2019
Unconscious Beliefs
by Thomas Pargett, CFP
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January 23, 2019
Ins and Outs of Kiddie Tax
by Tizzi Blackburn, CPA
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January 18, 2019
The Danger of Keeping Up with the Joneses
by Andrew Sasso, CFP, ChSNC
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January 11, 2019
Yield vs. Total Return
by Tiya Lim, MBA
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January 9, 2019
Thinking Differently
by Jeffrey Albright
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January 4, 2019
Kids and Money
by Rinar Erickson, CFP, CAP
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January 4, 2019
Begin with the End in Mind
by Joshua Schmitt, MSF, CFP
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January 2, 2019
Never Enough
by Ryan Swartz, MBA, CFP
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December 20, 2018
Three Questions: Common Questions When Financial Markets Turn Turbulent, Answered
by Jonathan Clements, Director of Financial Education
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December 19, 2018
Harder Than It Looks
by Jonathan Clements, Director of Financial Education
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December 19, 2018
On Second Thought
by Jonathan Clements, Director of Financial Education
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December 19, 2018
Shaking The Dice
by Jonathan Clements, Director of Financial Education
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December 19, 2018
Tax Reform Update
by Candace Varner, CPA
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December 19, 2018
Tax Reform Update 3
by Candace Varner, CPA
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December 19, 2018
The Longevity Gap
by Jane Bryant Quinn
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December 19, 2018
Time After Time
by Peter Mallouk, JD, MBA, CFP, President
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December 19, 2018
Trump Wins, Market Reacts
by Peter Mallouk, JD, MBA, CFP, President
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December 19, 2018
Women as Investors
by Jane Bryant Quinn
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December 19, 2018
Income Investing
by Jane Bryant Quinn
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December 19, 2018
Is Your Financial Advisor Acting in Your Best Interest?
by Peter Mallouk, JD, MBA, CFP, President
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December 19, 2018
Like America, the Markets are Mixed
by Peter Mallouk, JD, MBA, CFP, President
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December 19, 2018
Market Timing Is Dead August 05, 2009
by Creative Planning
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December 19, 2018
Post Election January 18, 2009
by Creative Planning
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December 19, 2018
Reverse Bubble – November 20, 2008
by Creative Planning
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December 19, 2018
Fiduciaries Matter
by Jane Bryant Quinn
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December 19, 2018
Roth Conversion January 05, 2010
by Creative Planning
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December 19, 2018
Feeling Blue
by Jonathan Clements, Director of Financial Education
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December 19, 2018
Estate Planning Update
by Seamus Smith, JD, LLM
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December 19, 2018
Easy Money
by Jonathan Clements, Director of Financial Education
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December 19, 2018
Different People
by Peter Mallouk, JD, MBA, CFP, President
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December 19, 2018
Buckle Up
by Jonathan Clements, Director of Financial Education
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December 19, 2018
A Tale of Two Assets
by Jonathan Clements, Director of Financial Education
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December 19, 2018
3 Ring Circus
by Peter Mallouk, JD, MBA, CFP, President
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December 18, 2018
Mistakes Investors Make and How to Avoid Them
by Peter Mallouk, JD, MBA, CFP, President
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December 18, 2018
Taking Lemons and Making Lemonade
by Rick Foytek, MBA, CFA
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December 18, 2018
School of Hard Knocks
by Jonathan Clements, Director of Financial Education
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December 18, 2018
Qualified Charitable Distributions
by Carolyn Frager, CFP
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December 18, 2018
Prioritizing Savings On A Limited Budget
by David LaRocca, JD, CFP
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December 18, 2018
Out of Style
by Andrew Horsman, CFP
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December 18, 2018
I’m Not Warren Buffet, but I’d Like to Give
by Travis G. Bezella, MBA, CFP
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December 11, 2018
Warning Sign?
by Peter Mallouk, JD, MBA, CFP, President
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November 6, 2018
Thinking about investment insurance? Consider this
by Jonathan Clements, Director of Financial Education
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November 6, 2018
Not all risks are equal
by Jonathan Clements, Director of Financial Education
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November 6, 2018
Your financial portfolio should be as personalized as your DNA
by Jonathan Clements, Director of Financial Education
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October 30, 2018
Think your broker or financial advisor is on your side? Think again
by Peter Mallouk, JD, MBA, CFP, President
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December 1, 2017
Bitcoin and the Ship of Fools
by Peter Mallouk, JD, MBA, CFP, President
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October 23, 2017
Walking on Sunshine
by Peter Mallouk, JD, MBA, CFP, President
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September 19, 2017
Ice, Ice Baby!
by Peter Mallouk, JD, MBA, CFP, President
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July 7, 2017
10 Ways to Keep Your Family Safe
by Peter Mallouk, JD, MBA, CFP, President
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June 22, 2017
The New Fiduciary Rule
by Peter Mallouk, JD, MBA, CFP, President
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April 10, 2017
Trump Bump, Unemployment and the Markets
by Peter Mallouk, JD, MBA, CFP, President
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January 5, 2017
Underwater Overseas
by Jonathan Clements, Director of Financial Education
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January 5, 2017
Protecting Your Returns
by Peter Mallouk, JD, MBA, CFP, President
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January 2, 2017
Failed Predictions
by Peter Mallouk, JD, MBA, CFP, President
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September 27, 2016
The Top 100 Wealth Advisors 2006
by Creative Planning
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September 27, 2016
Best 150 Advisors for Doctors 2006
by Creative Planning
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September 27, 2016
The Top 100 Wealth Advisors 2005
by Creative Planning
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September 27, 2016
Top RIA Firms 2006
by Creative Planning
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September 27, 2016
Top Wealth Managers 2006
by Creative Planning
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September 27, 2016
The Top 100 Wealth Advisors 2007
by Creative Planning
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September 27, 2016
Advisor of the Year 2008
by Creative Planning
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September 27, 2016
Best 150 Advisors for Doctors 2009
by Creative Planning
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September 27, 2016
Top RIAs in America 2014
by Creative Planning
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September 27, 2016
Creative Planning Named to Top RIA list
by Creative Planning
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June 27, 2016
Brexit
by Peter Mallouk, JD, MBA, CFP, President
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June 22, 2016
Making Big Financial Decisions
by Peter Mallouk, JD, MBA, CFP, President
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March 4, 2016
Confirmation Bias
by Creative Planning
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PETER MALLOUKPRESIDENT, CREATIVE PLANNING