The One Bite Blog is now Creative Planning
The Ultimate Guide to Investing Cash on the Sidelines
Do you have money to invest that’s been sitting in cash? We answer several questions you may have about getting back into the market.
Changing Employers? Don’t Forget About Your Retirement Plan
What should you do with the assets you invested in your previous employer’s plan when switching jobs? Here are some potential options.
7 Topics Your Advisor Should Cover in Your Annual Review
Hopefully you meet with your financial advisor at least annually. At a minimum, be sure to cover the following topics in your annual review.
How to Engage in Safe Spending
It can be overwhelming to try to gain more control over your spending. Fortunately, there are ways to manage your spending that are relatively painless.
Buying a Home? Avoid These 5 Mistakes
As you navigate the homebuying process, you’ll likely discover there are many moving parts. These tips can help you avoid some of the most common homebuying mistakes.
The Week in Charts (1/23/23)
Charlie Bilello breaks down the most important themes of the past week through a series of easy-to-digest charts. Topics include why the Fed is still raising rates, whether rate hikes will lead to a recession and when the U.S. consumer will pull back.
Podcasts
Keeping Our Balance
This month, Peter Mallouk and Jonathan Clements offer their take on the classic 60/40 portfolio, discussing the relative merits of bonds, U.S. stocks and international shares. Plus, learn how timing your charitable donations can potentially result in a larger tax break.
7 Tips for Taking Control of Your Finances
This week John shares important steps we should take to get control of our finances and reap the benefits of effective money management. He also talks with Creative Planning Investment Manager and Chartered Financial Analyst® Kenny Gatliff about what to be aware of when investing this year. Plus, should we be rethinking the saying “it takes money to make money”?
The 3 Decisions to Make Today for Future Financial Success
What decisions can we make today that our future selves will thank us for? This week, John examines this question and discusses what can still be done to get the most out of your 2022 tax filing with Creative Planning Tax Director Candace Varner.
Editor’s Pick
Thinking of Retiring?
Retirement comes with many uncertainties. Ask yourself these three questions to determine whether you’re currently in a position to retire.
Latest from Peter Mallouk
The Cloudy Crystal Ball
For investors, 2022 was quite a mess. The market trended lower all year, and every major stock market saw negative returns. • S&P 500 -19.4% • Nasdaq -33.1% • Small Cap Index -21.5% • International Index -20.0% Big Tech, which carried the market in recent...
Browse All Insights
The Ultimate Guide to Investing Cash on the Sidelines
Changing Employers? Don’t Forget About Your Retirement Plan
7 Topics Your Advisor Should Cover in Your Annual Review
How to Engage in Safe Spending
Buying a Home? Avoid These 5 Mistakes
The Week in Charts (1/23/23)
7 Budgeting Mistakes to Avoid
6 Post-College Tips for a Successful Financial Future
Thinking of Retiring?
2022: A Year in Charts
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