🎆 What do fireworks and markets have in common? Both are dangerous if mishandled but can be rewarding if prudently managed. Creative Planning Chief Investment Officer James Battmer breaks down what investors need to know in our Q2 2024 market commentary.
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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Whether you've listened to one episode or all 60+ episodes of the Down the Middle podcast, you know that friends and colleagues Peter Mallouk and Jonathan Clements have a special way of candidly sharing financial insights and practical tips with their listeners. Join them in episode 64 for a truly inspirational conversation, where Jonathan shares a significant life update.
Down the Middle Archives
creativeplanning.com
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Hear about a highly effective way to create wealth on this week's episode of Rethink Your Money. Plus, we explore the intersection between luck and success (and how happiness plays into this equation!) and weigh in on the latest wealth tax debate. Have a listen.
Looking to Create Wealth? Earn It!
creativeplanning.com
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If the complexity of your financial situation has become more than you can — or wish to — handle, it may be time to consider a family office. Discover the main types of family office arrangements and their benefits in this short article.
When to Consider Family Office Services
creativeplanning.com
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Young investors have a significant advantage when it comes to investing for the future: 𝘁𝗶𝗺𝗲. The sooner you start investing, the longer your assets have to grow and compound, which can significantly increase your wealth throughout your lifetime. With so many account and investment types, how do you know where to begin? Consider these tips to start your investment journey.
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When it comes to your money, simple beats complex. From the challenges of market timing and personal biases to practical steps investors can take to avoid common mistakes, Peter Mallouk and Bloomberg’s At the Money podcast host Barry Ritholtz share an insightful conversation about keeping it simple.
At the Money: Keeping It Simple - Bloomberg
bloomberg.com
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There are several reasons why it may make sense to establish a donor-advised fund (DAF) for your charitable giving. DAFs: - Are simple to set up - Provide streamlined recordkeeping - Offer potential tax benefits Your Creative Planning wealth manager will help you decide if a DAF or another charitable giving vehicle is right for you.
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Making the transition to living off your savings in retirement can be stressful, and many find themselves asking, "Are we going to be okay?" Gain clarity and peace of mind by following these steps to help your savings last in #retirement.
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Charlie Bilello joins John Hagensen, MSFS, CFP® on this week’s episode of Rethink Your Money to discuss inflation, the S&P 500 and the housing market — three important topics that remind us that prioritizing financial planning is critical to a secure financial future.
Beyond the Headlines: Taking Charge of Your Financial Future
creativeplanning.com
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From special needs trusts to ABLE accounts, we’ll show you how to provide for your special needs loved one now and in the event of your death or disability — all while preserving public benefits such as SSI, SSDI and Medicaid. Register today for this valuable session! Register today: https://bit.ly/3KJYcIr
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