Reduced volatility and catch-up options abound for high-earners “giant steps are what you take, walking on the moon…” -The Police Remember how you felt when you heard this song by the Police back in the day? Your life was a lot simpler and you could not have...
Creative Planning Completes Its 3rd Acquisition This YearOVERLAND PARK, KANSAS, November 12, 2019 /PRNewswire/ — Creative Planning LLC. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (RIA), today announced the...
Foreign stocks offer upside value and diversification to portfolios Let’s face it: Foreign stocks have lately been a disappointment, trailing U.S. shares by more than six percentage points a year over the past five years. Yet the case for diversifying abroad is as...
Planning can ease separation’s financial and emotional pain United States divorce rates are running 50% according to published reports, with money conflicts cited as a high-ranking cause1. Accordingly, it’s worth spending a few moments reviewing pro-active...
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President & CEO, Creative Planning
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STATES & ABROAD
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021