To read our newsletter ‘Market Timing Is Dead’, click below.
If you have any questions or comments, you can email your Creative Planning wealth manager or Peter directly at [email protected].
This commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.
Did you know that you may be responsible for taxes on monetary gifts to others? While it pays to be generous, it’s important to understand the federal gift tax and avoid triggering it if possible.
Does it make more sense to pay off your mortgage or increase the amount you invest? To make the most informed decision, we encourage all our clients to consider the benefits and drawbacks of each decision.
An individual’s buying power can quickly be eroded during periods of high inflation. The following tips can help position your portfolio to perform.
Perhaps you want to address the fact that your family members have different needs or abilities. You may not have a partner or children, but perhaps you have philanthropic goals or wish to provide for a dear friend or beloved pet. Most distributions are possible with the right planning.
President & CEO, Creative Planning
Please Enter Valid Zip Code
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021
|cookielawinfo-checkbox-analytics||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".|
|cookielawinfo-checkbox-functional||11 months||The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".|
|cookielawinfo-checkbox-necessary||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".|
|cookielawinfo-checkbox-others||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.|
|cookielawinfo-checkbox-performance||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".|
|CONSENT||2 years||YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data.|
|vuid||2 years||Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos to the website.|
|VISITOR_INFO1_LIVE||5 months 27 days||A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.|
|YSC||session||YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.|
|yt-remote-connected-devices||never||YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.|
|yt-remote-device-id||never||YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.|