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The Long and Winding Road to Investing Success (LIVE From Kansas City!)

Published on September 27, 2023

Charlie Bilello
Chief Market Strategist
Peter Mallouk
President & CEO
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What does it take to become a successful long-term investor? Peter and Charlie have the answers in this week’s episode. They discuss why cash is a lousy investment, the importance of proper diversification, how to leave fear and uncertainty in the past and much, much more. Don’t miss this special episode recorded in front of a live audience of Creative Planning clients!

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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