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Featured Insights

Check out our latest posts on financial planning, investing, tax strategies, estate planning and trusts, insurance or one of our specialty practices.


Your Financial Plan and Rising Interest Rates

Your Financial Plan and Rising Interest Rates

On this week’s show, John discusses what to expect from the current bear market. Plus, Creative Planning’s Tax Director stops by to share year-end tax planning tips.

Read more on planning around rising interest rates:

Read about Roth conversions:

Bearing Up

Bearing Up

This month, Peter Mallouk and Jonathan Clements discuss investor sentiment 10 months into the current bear market, share why midterm elections aren’t cause for financial worry and provide useful tips for fraud prevention.

Why We’ll Be Financially Okay Regardless of the Party in Power

Why We’ll Be Financially Okay Regardless of the Party in Power

This week, John discusses the financial impact of midterm elections, why staying invested is paramount to your success and how to protect yourself or loved ones from the growing concern of financial elder abuse.

Read more about the market and elections:

Read about six financial moves you can make this fall:

Read more on the factors to consider when dividing assets during a divorce:

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Combined assets under management & advisement as of December 31, 2021