In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. @PeterMallouk and @ClementsMoney share these insights and more as they discuss the keys to a happier life.

Our latest Periodic Table of Style Rotation reveals the ever-shifting patterns of market performance. These fluctuations remind us why successful investing isn't about picking winners but rather spreading risk across multiple asset classes to capture opportunities while managing

3. Consider hedging instruments and the pros and cons of these complex products. These fundamentals can help protect your financial future from exchange rate volatility. Read more here:

2. Align your investment currencies with where you plan to spend in the future.

Three currency risk management strategies every American abroad should know: .1. Maintain a diversified portfolio across multiple currencies through U.S.-based ETFs to help avoid tax complications.

On the recent The Week in Charts, @charliebilello explores recent S&P market volatility, how a rising tide lifts all boats, and what tends to happen after the markets reach an all-time high.

An important aspect of family legacy planning is effective communication. Successful generational wealth transfers depend on communication to help clarify intentions, values and expectations. These nine tips can help you facilitate family discussions about wealth transfer.

After more than 30 market pullbacks in 15 years, the disciplined investor's playbook remains unchanged. CIO Jamie Battmer provides his latest market commentary, including a recap of Q2 and 5 cardinal rules worth revisiting after recent volatility:

The One Big Beautiful Bill Act brings significant changes to tax law, estate planning and investment strategies. In We break down what these legislative updates could mean for your financial plan and how to navigate the new landscape effectively.

"There Is No Impossible in Markets," the most recent episode of The Week in Charts with @charliebilello, breaks down this week's important market data, including the new high for the S&P 500, intensifying Fed rate cut signals and an important jobs market indicator to watch.

We’re honored to receive the Ingram's Best of Business Award for wealth management! . Awarded annually, based on votes cast by Ingram’s Magazine readers.

Peter and Charlie discuss why severe market drops often lead to equally dramatic rebounds once the crisis passes.

Amid a longer life expectancy and increased time in the workforce, today’s retirees have a considerably different view of retirement than that of past generations.

Thank you, Chicago! It was a great evening connecting with valued clients and friends while learning from our incredible lineup of speakers. Check out our remaining CONNECT25 locations, and register today.

This special edition of The Week in Charts serves as your guide through current market conditions. Join @charliebilello for a comprehensive analysis of where markets stand today across every asset class: stocks, bonds, real estate, crypto and more.

Join us at a CONNECT25 event, where you’ll hear from Creative Planning President and CEO @PeterMallouk as well as other thought-provoking speakers. These regional events are designed to inform, inspire and connect. Learn more and register:

After several episodes covering lessons from financial legends, @PeterMallouk and @charliebilello turn the spotlight to our own @ClementsMoney. The noted WSJ columnist and our Director of Education walks us through 10 lessons from his incredible career.

Your portfolio's tax efficiency directly impacts your long-term wealth building potential. Without strategic tax planning, you may be missing significant growth opportunities through unnecessary tax drag.

If you’re an investor with substantial assets who would like to take a more proactive approach to market volatility, attend our FREE webinar for valuable insights that go beyond the headlines. Register today:

Protecting your retirement savings is a responsibility shared between you, your employer and your service provider. Rick Unser's latest Forbes article explains what each party should do to help safeguard your 401k from cyber threats.