How do public and private markets converge? Apollo CEO Marc Rowan breaks it down with market-leading perspective. Watch episode 2 of Peter Mallouk's Icons and Ideas here: youtu.be/Ndtl-I6G27o

Join Peter Mallouk and new cohost Jeff Stolper on Down the Middle! This month, they unpack a rare Fed move: cutting rates while markets hover near all-time highs. It's happened only 20 times before, and history shows a consistent outcome. bit.ly/473M14R

Our latest market update is here, and it's appropriately themed for October. With the S&P 500 up 14.83% YTD — despite the April scare — and international developed stocks up 25.72%, CIO Jamie Battmer discusses what actually matters as we close out 2025. bit.ly/486OVHb

The real risk is being out of the market. Peter Mallouk and Charlie Bilello explore the risk of permanent loss when you wait for that perfect correction to invest. youtu.be/J_Df0Wpmj0o

The S&P 500 just notched its 30th all-time high this year, OpenAI reached a $500 billion valuation, and the shutdown likely won't stop the government spending spree. Charlie Bilello covers these stories and more in the latest episode of The Week in Charts. youtu.be/mPyTe3AjUtA

When you inherit a home, timing matters. Creative Planning Private Wealth Manager Chris Weeks explains why getting an appraisal immediately and understanding your cost basis can help you avoid unnecessary tax burdens down the road. wsj.com/buyside/person…

Home insurance costs have surged in recent years. From 2021 to 2024, the national average premium jumped 24%. A mix of factors are fueling these sharp increases, and it’s important for homeowners to understand what’s driving the trend. bit.ly/47kqsNC

From how a credit card works to how to add value to any organization, Charlie Bilello and Peter Mallouk discuss five important things to teach your children before they turn 18. Plus, the government shutdown: is it a signal or just noise? youtu.be/5plknJ_y8_U

Our latest quarterly Callan table is here, providing an overview of how various market indices have performed and giving you a data-driven perspective on the investment landscape.

A charitable remainder trust is an irrevocable split interest trust with a charitable and non-charitable component. CRTs can be structured in different ways, so it’s important to understand which structure makes the most sense for your needs.

If your goal is to leave a financial legacy that helps future generations with the cost of education, you may want to consider a dynasty 529 plan. creativeplanning.com/insights/high-…

In this edition of The Week in Charts, Charlie Bilello breaks down what’s driving record highs in stocks, why gold is surging, how the Fed’s next moves could reshape bonds, and shifts in the housing market, crypto, and the economy.

We’re excited to announce that Financial Abundance, an RIA located in the heart of Pennsylvania, has joined Creative Planning. Please help us in welcoming this experienced team of professionals!

We’re honored to be recognized by the Kansas City Business Journal as the 2025 #1 best place to work for companies with more than 500 employees. This award highlights our incredible employees and their dedication to fostering an innovative, engaging and client-centered workplace.

Charlie Bilello examines what’s driving the all-time highs in family healthcare costs, the national debt and inflation along with how Walmart’s wage increases have benefited both its employees and its stock price.

In episode 3 of Icons and Ideas, Gen. David Petraeus and Peter Mallouk discuss the forces reshaping our world, from the war in Ukraine to the conflict in the Middle East, and how drone technology is changing the way wars are fought and won. bit.ly/3X5Av3e

New video is up: 📈The Week in Charts - breaking down the most important charts and themes in markets... youtube.com/watch?v=iXdUaX…

This month, Peter Mallouk and Jeff Stolper discuss two trending topics — the government shutdown and the likelihood of a recession — and the impact they’re having on the markets. Plus, hear smart money moves to consider implementing before year-end. Listen now:

Are we in an AI bubble or a tech revolution? In this episode, Peter and Charlie look at what defines a stock market bubble and the warning signs investors should pay attention to. bit.ly/4hUY60i

Peter Mallouk and Gen. David Petraeus, KKR Partner, discuss the forces shaping our world, from the war in Ukraine to the conflict in the Middle East, and how drone technology is changing the way wars are fought and won. 00:00 How Geopolitics Have Transformed the World 03:01 Why