The stock market had a rough start in August after a mostly calm year. But what’s considered “normal”? Peter and Jonathan answer this question and discuss why all risk isn’t rewarded in this month’s episode. Plus, learn what you should do when you have a concentrated stock position and why now’s a worse time than usual to be sitting on cash.
About us
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $300 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.
- Website
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https://creativeplanning.com
External link for Creative Planning
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
- Specialties
- Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, and Institutional
Locations
Employees at Creative Planning
Updates
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Regardless of your net worth, it's important to protect the assets you've worked hard to earn. From insurance to legal structures, there are smart ways everyone can shield their finances. Check out these four key strategies that can help safeguard your wealth. If you need help implementing any of these asset protection strategies, our team of wealth managers, estate planners and insurance specialists is here to help ensure your hard-earned assets are protected.
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We’re honored that Giving the Basics invited Peter Mallouk to speak at their recent Uncommon Leaders Luncheon. Their work in the community is truly inspiring, and we’re excited to continue partnering with them on their mission to provide personal care and hygiene products to those in need. Learn more about their impact, and how you can support their efforts, at https://lnkd.in/eWEJVfm.
Last week on Wednesday, August 21st, our staff at Giving the Basics had to honor of hosting the first Uncommon Leaders Luncheon at our distribution center. Over 100+ Kansas City professionals, friends, and supporters filled the volunteer room for an afternoon of networking, enthusiasm, and celebration. We want to personally thank Peter Mallouk, CEO of Creative Planning , supporter, and first recipient of our human dignity award, for his inspirational words as our keynote speaker. We also had the privilege of honoring Tom Holcom (volunteer of the year) and Scott Kincaid of the The Kincaid Group (business of the year), with our human dignity awards for 2024. Finally, a big thank you to KMBC 9 news anchors, Jamie Weiss and Bryan Busby for emceeing the event. We have been inspired by all those present who have served as examples of uncommon leaders. All those present have been successful in business, but have also taken steps to turn success into significance by inspiring others to get involved. To all our uncommon leaders, we appreciate you! Learn more about our mission or how to become a hygiene hero at: www.givingthebasics.org
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From panic to euphoria, the market experienced a dramatic mood swing in record time over the last three weeks. The latest episode of The Week in Charts with Charlie Bilello examines this rapid shift and what may come next. Charlie also covers: - How investors are “front-running” Federal Reserve decisions - The latest charts analyzing the bond market and interest rates - Data suggesting the “carry trade” may be coming to an end - A tale of two housing markets, discussing recent activity around home values and supply https://lnkd.in/eKMJgzVb
From Panic to Euphoria | The Week in Charts (8/23/24) | Charlie Bilello | Creative Planning
https://www.youtube.com/
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On this week’s episode of Rethink Your Money, U.S. Navy F/A-18 fighter pilot turned wealth manager Jesse Reed, CFP®, BFA™ joins John Hagensen, MSFS, CFP® to discuss how you can navigate turbulence on the way to your personal financial destination. John also shares a few client examples showcasing the good, the bad and the ugly of Roth conversions. Have a listen: https://lnkd.in/ewXD9ZpQ
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When deciding how much money to save for retirement, there are several factors to consider. Explore our retirement calculator to help determine how much you should be saving on a regular basis to reach your goals. https://lnkd.in/eckn9qge
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Surging costs for housing and other necessities have led many baby boomers to share in the financial burden by finding a roommate. Chief Investment Officer James Battmer spoke with Bloomberg about this emerging trend, saying, “There's been a big bump in housing costs, and that's forced people from a financial standpoint to either cut back or find ways like this to cut these costs. We've got this big group of people entering the prime years of retirement, so you're going to have more people doing this.” Harvard University’s Joint Center for Housing Studies estimates almost a million people over the age of 65 now live with unrelated housemates.
NYC's Rent Surge Drives 86-Year-Old to Move in With a 'Boommate'
bloomberg.com
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National Public Data, a firm that provides background checks, recently confirmed that a massive data breach exposed 2.9 billion of its records, including consumers’ Social Security numbers, full names, addresses, dates of birth, phone numbers and more. From freezing your credit to setting up fraud alerts, these strategies can make it harder for identify thieves to open accounts or make purchases in your name. Acting quickly is key, so be sure to monitor your accounts and credit report regularly. https://lnkd.in/eBDumE_A
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