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7 Lessons From 2025

Published onDecember 4, 2025
Peter Mallouk | President & CEO of Creative Planning

Peter Mallouk

President & CEO

Profile image for Charlie Bilello

Charlie Bilello

Chief Market Strategist

From why you shouldn’t fear all-time market highs to the reason we diversify, Charlie and Peter discuss seven important lessons from 2025. Plus, a good reminder that time is worth more than money.


Which financial headlines are signals of something bigger, and which are just noise you should tune out? Creative Planning Chief Market Strategist Charlie Bilello and President & CEO Peter Mallouk break down what’s happening in the markets and economy and let you know which headlines you should actually be paying attention to. Come for the approachable analysis and entertaining conversation. Stay for the sharp insights. Become a more informed investor.


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