Creative Planning

With a record $7.7 trillion sitting in money market accounts, @charliebilello and @PeterMallouk discuss the opportunity cost of sitting in cash and the odds that waiting for a market correction will allow you to buy in at a better price. youtu.be/J_Df0Wpmj0o?si…

We’re excited to announce the acquisition of 𝐑𝐨𝐜𝐤𝐛𝐫𝐢𝐝𝐠𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭. Based in Syracuse, Rockbridge is one of the largest RIAs in Central New York and the first firm to bring comprehensive financial planning to that market.

Please help us welcome their team to ours!
Read more about the acquisition here: bit.ly/4zqYnjh

How did a Navy psychologist end up working for the Los Angeles Dodgers?

On the latest Icons and Ideas with @PeterMallouk, Dr. @EricPotterat shares how those connections led him from working with Navy SEALs to joining the Dodgers’ front office, where he became Director of Specialized Performance Programs and applied high-performance psychology to professional baseball.

Full conversation here: bit.ly/4ihPcup

From “don’t buy at all-time highs” to “successful investing requires predicting what happens next,” Creative Planning President and CEO @PeterMallouk and Chief Market Strategist @charliebilello debunk 10 of the biggest myths in investing.

𝐋𝐢𝐬𝐭𝐞𝐧 𝐭𝐨 𝐭𝐡𝐞 𝟏𝟎 𝐦𝐲𝐭𝐡𝐬 𝐡𝐞𝐫𝐞: lnkd.in/gb8DVuiN

What are the risks of holding onto concentrated stock? Creative Planning Chief Investment Strategist Ramesh Poola, CFA® and Chief Market Strategist @charliebilello discuss these risks and how strategic planning can help mitigate them.

Check out the full episode here: bit.ly/4ih7gES