Is Now a Good Time to Rebalance?

Gaining an awareness of cognitive biases is just the first step. Overcoming these biases is the real challenge — don’t let them negatively impact your investment success! Join Peter Mallouk and Charlie Bilello as they explore these biases as well as their impact, why investors often fall prey to them and practical solutions for overcoming them. Additionally, learn about the latest changes in 401k savings that could affect your financial planning.

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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Would you keep a 401k payout if you weren’t the intended beneficiary? Peter and Charlie share the story of a seven-figure signature and the lesson we can all learn from it in this episode of Signal or Noise. They also discuss seven key insights from the pioneer of index fund investing, "Saint" Jack Bogle, and provide data to help you navigate your investments during an election year.

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.

Request your FREE Wealth Path Analysis here: https://creativeplanning.com/charlie/

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A new survey shows many Americans aren’t feeling positive about the economy, the stock market or employment — but the data tells a different story. Join Peter and Charlie as they discuss why perception and reality aren't matching up. They also explore some recently proposed tax incentives for home buyers and the implications such policies would have on the housing market. Plus, get insights into the resurgence of meme stocks and more in this episode of Signal or Noise.

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.

Important Legal Disclosure:
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Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

Warren Buffett earned an estimated $10 billion dollars from investments he made during the global financial crisis in 2008. How did he achieve such remarkable success? Join Peter and Charlie in episode 26 of Signal or Noise as they uncover ten insightful lessons investors can learn from the "Oracle of Omaha." They also explore why negativity often fuels online media consumption and whether "Dr. Copper" reaching an all-time high is a signal or just noise.

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.

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

With the Federal Reserve signaling a prolonged period of higher interest rates, Peter and Charlie assess the potential ramifications for investors on this episode of Signal or Noise. They also discuss the growing national debt and its impact on taxation policies, delve into the risks associated with long-duration bonds and analyze the unprecedented correlation between stocks and bonds.

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.

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

The amount of money Americans believe they need for retirement has markedly increased in recent years. Peter and Charlie delve into historical data from the Great Depression to the dot-com bubble, demonstrating that a diversified portfolio can withstand even the most difficult periods of market turbulence. They also explore America's fascination with the lottery, drawing parallels between gambling and risky investments, and share their insights on the recent stock market pullback.

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.

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

In a soaring market, are we truly in a stock picker’s paradise? Join Peter and Charlie as they discuss the series of all-time market highs we witnessed in quarter one, examining pivotal insights from Tesla’s and Apple’s performance data. They also delve into the Federal Reserve’s potential rate cuts and the looming shadow of national debt. Plus, don’t miss Charlie’s vision to simplify tax returns on episode 23 of Signal or Noise.

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.

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com