Creative Planning
@CPIWealth
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Experience a richer way to wealth with award-winning service across a variety of financial disciplines. Why not give your wealth a second look?
Overland Park, KS
Joined March 2016
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Creative Planning to Donate $12 Million to Organizations Focused on Social Justice Reform, Access to Education, Financial Literacy, and Basic Needs. Learn more:
5
21
84
President
@PeterMallouk
and
@TonyRobbins
speak at
#BusinessMastery
to a record crowd of 2,500 in West Palm about how to achieve
#business
#success
. Important Disclosure:
1
16
78
Last night, over 100 local Creative Family members drove by to say thank you to our President,
@PeterMallouk
for all the support and leadership over these past few weeks.
5
4
80
How have the major asset classes performed so far in 2018 and over the past ten years? Find out with our interactive chart.
3
31
73
Thank you to everyone who joined us at CONNECT23, our annual client event. Our event gets bigger and better each year, and this year we had close to 5,000 attendees in total. We’re so excited to see you all next year!
4
14
64
How have the major asset classes performed so far in 2018 and over the past ten years? Find out with our interactive chart.
0
18
64
Congratulations to our president and CEO,
@PeterMallouk
, for being recognized as Ingram’s choice for 2024 Executive of the Year! We’re honored to join Peter in his mission to enhance the lives of our clients.
0
8
58
Honored to be ranked by Barron's as the
#1
Independent Wealth Management Firm in America for 2017:
1
23
47
A truly exceptional leader, colleague and friend. We miss you, Jim.
Thanks to
@IngramsMagazine
for this article celebrating his many achievements:
1
5
46
CIO
@PeterMallouk
explains how the new
#taxlaws
might have complicated
#charitablegiving
but with planning you can still enjoy tax benefits from your
#philanthropy
.
Read my take on how to best plan your year end charitable giving - MarketWatch.
0
23
32
0
31
45
We're honored to be recognized as one of
@KCBizJournal
's 2023 Best Places to Work. This recognition is a testament to our amazing employees and their commitment to helping our clients experience a richer way to wealth. Thank you team — we're so proud!
#thankyou
2
12
42
The Fed is doing all it can, but it’s going to take pushing back the virus to create a turn for the world and the markets. Only then can the basics of supply and demand return, read more:
1
22
41
The first half of the year has been bumpy. Here's our take on why and our outlook going forward.
1
18
43
Managing Director,
@travisbezella
discusses how the 2018
#taxreform
changes affect
#charitablegiving
and ideas to maximize the amount you give to charities as well as tax benefits for your gifts.
0
22
37
Everyone deserves to work with an
#advisor
that has a legal obligation to act in their best interests. We are excited to lead the way, taking our message to Americans everywhere, beginning now. This is the first in a series of ads we began running.
1
27
40
.
@PeterMallouk
sits down with
@SullyCNBC
to share tips on what sets successful investors apart — and it’s not because they “outsmart” the market. “The typical millionaire next door is prudent, disciplined.”
2
6
40
The coronavirus pandemic is on top of the market’s mind. For our update, visit:
2
20
40
Congratulations to Ben Beussink & Darren Osbahr for passing the CFP exam! We are still hiring financial planners and advisors across the country. Come see what it’s like to be part of our team.
0
21
39
We are thrilled to announce our monthly
#podcast
series Down the Middle with
@PeterMallouk
and
@ClementsMoney
where they discuss
#marketevents
, Creative Planning
#investment
philosophy, give monthly tips and more!
1
16
38
We're honored to be named number 1 on RIA Channels List of Top 100 Wealth Managers!
0
15
36
The coronavirus continues to spread and the tone in the United States and all over the world has shifted sharply over the last 24 hours. Read our latest on the coronavirus and the markets:
2
17
36
The
#stockmarket
doesn’t care what looks good now. It’s wondering if
#fundamentals
will deteriorate in the future.” Our CIO
@PeterMallouk
spoke with
@Business
@VildanaHajric
0
26
37
Congratulations to attorney, Lisa Epps, who was recognized by
@SuperLawyers
in 2018 as 1 of the top 50 attorneys in the
#KansasCity
Metro, 1 of the top 50
#womenattorneys
in Kansas and Missouri, and 1 of the top 100 attorneys in Kansas and Missouri.
0
22
37
2019 was a great year for our clients, and once again made market timers and forecasters look silly.
#stockmarket
#investing
#stocks
1
19
36
We want to thank our clients and exceptional team members for helping us earn the number one spot on the ranking of the 2024 Top 50 Wealth Mangers by Growth in Assets presented by RIA Channel®.
2
5
37
"Higher risk, higher reward” isn't always the case. In this video,
@charliebilello
demonstrates why -- and what you can do to increase the odds that the risk in your portfolio will actually be rewarded.
2
5
35
Do you know how to manage an effective
#income
stream through
#retirement
? Managing Director, Ryan Swartz gives advice on how to navigate the path from
#assetaccumulation
to the distribution phase of retirement.
1
20
35
Do you have money to invest that's been sitting in cash?
@charliebilello
explains what it's costing you to sit on the sidelines, and why it's better to be invested in the long run.
0
7
34
Meet Buck, the Creative Planning house pup. Now booking appointments for walks, snuggles, fetching, and status meetings, daily.
0
3
35
Congratulations to our President,
@PeterMallouk
, for being named for the second year in a row to
@worthmag
#worthpower100
, the 100 Most Powerful Men and Women in Global
#Finance
! . For additional disclosures please visit:
0
31
33
Managing Director, Rick Foytek discusses how to use market
#volatility
to increase the
#taxbenefits
of your portfolio.
0
21
35
CIO
@PeterMallouk
discusses what the
#stockmarkets
care about and what is ultimately driving
#stockprices
.
0
27
33
.
@charliebilello
breaks down the big themes for this week, which include inflation, the millennial malady, rising yields and a shift in investor sentiment. Watch now!
2
3
30
.
@tferriss
recently interviewed President
@PeterMallouk
for his podcast where they discuss
#gold
,
#bitcoin
, real estate, public markets,
#alternatives
, having a healthy relationship with money and more! . Important legal disclosure:
2
12
31
Homes generally increase in value over time, but what's a reasonable expectation?
@charliebilello
walks you through the history of U.S. home prices and what you should expect in the future. Watch now!
2
3
31
How have the major
#assetclasses
performed over the last 10 years? Our interactive periodic table shows the fluctuations in
#market
cycles.
0
15
31
The
#yieldcurve
and possible
#recessions
are grabbing headlines. For our take from President and CIO
@PeterMallouk
:
0
22
30
Our 2021 All-hands Staff Meeting is in the books! Even more driven to provide the best offering with the best team. 🙌
#team
#teambuilding
#motivation
#lifeatcp
2
2
32
Creative Planning surpasses $20 billion in asset under management. A big thank you to all of our clients for your continued confidence!
0
6
27
Our Connect19 event featured a lineup of speakers ranging from financial education, health, wellness and inspiration to 3,000 clients.
0
6
31
We are so
#thankful
for our clients and the trust they put in us. From our family to yours we wish you a
#HappyThanksgiving
.
0
5
30
Chief Market Strategist
@charliebilello
breaks down the past year through a series of easy-to-digest charts covering, among other themes, the end of easy money, the bond market “bloodbath,” the fall of cryptocurrency and the upside of downside.
2
4
30
In the latest episode of Signal or Noise,
@PeterMallouk
and
@CharlieBilello
discuss whether we're in a bull market (and what that means to investors), the folly of forecasting and why you shouldn't chase the past.
3
4
29
Join
@PeterMallouk
and
@charliebilello
as they pay homage to the late Charlie Munger and share key lessons from his remarkable life. From the secrets of compounding to embracing the role of luck, these pearls of wisdom are a game-changer!
2
5
28
Thanks to the incredible contribution of
@PeterMallouk
and Veronica Mallouk 50
#Kansas
students will get full ride
#scholarships
to
#college
! It’s a moment these
#students
will never forget:
0
6
30
#EuropeanUnion
leaders meeting in Brussels have declared that the bloc’s divorce agreement with Britain is “not open for renegotiation,” despite a plea from UK Prime Minister
#TheresaMay
for changes to help her sell the unpopular deal to British lawmakers
0
16
29
Our most recent newsletter from
@Clementsmoney
gives insight into our take on recent
#marketpullbacks
.
0
22
29
If you're looking for a mathematical golden ticket to
#investing
#success
, you're not going to find it. As
@CharlieBilello
shows us, you can only rely on generalities and probabilities — and that's okay. Here's why.
1
4
27
Congratulations to our newest
#wealthadvisors
Cody Carpenter, Travis Knight, Jason Phan, Rob Myers, and Joshua Tarr. We are still
#hiring
across the country! Come see what it’s like to be part of our team.
0
19
27
Looking for a way to help your favorite
#charity
? If over age 70 1/2, you might consider a
#qualifiedcharitabledistribution
. QCD is nontaxable distribution sent directly to charity from your account.
0
22
27
It's been a great day with over 2,800 friends at Creative's Connect18 symposium. We look forward to seeing everyone again next year!
1
7
28
.
@charliebilello
breaks down several of the most important charts and themes of the past week, which include repricing in the housing market, the money market boom and more. Watch now!
14
2
26
Are you struggling with what to prioritize saving for on a limited
#budget
?
#Retirement
? Children’s
#education
? Wealth Manager, David LaRocca explains options if you are facing these tough choices.
0
18
27
Congratulations to Brenna Saunders, Molly Rothove, and Jessica Culpepper for being recognized by
@barronsonline
as three of the Top 100 Women Financial Advisors 2019! Your Creative family is so proud of you. Important disclosure:
1
6
27
Everyone deserves to work with an
#advisor
that has a legal obligation to act in their best interests. We are excited to lead the way, taking our message to Americans everywhere, beginning now. This is another in a series of ads we have started running.
0
19
26
Today the S&P 500 and the
#Dow
each clocked their biggest single-session point gains on record.
0
12
26
Prime Minister of the United Kingdom,
@TheresaMay
survived a vote of confidence against her with 200 votes for her and 117 against her. She has promised not to lead her party in the next
#election
.
0
21
27
Excited to announce the grand opening of Pathway Financial Education, a KC-based nonprofit that provides free financial training & education. If you’re local, register here!
0
4
24
The
#VIX
is down, the S&P and
#NASDAQ
are up, and lots of market strategists who called for a bear market in 2023 have been left scratching their heads.
@charliebilello
and
@PeterMallouk
have the answers — check out their latest episode now!
1
5
25
.
@PeterMallouk
and
@charliebilello
cover 2023's many surprises for investors thus far, including the recession that never came, a hawkish Fed and much more.
1
5
26
Peter and Jonathan discuss Reddit traders, hedge funds, skyhigh valuations, miserably low bond yields and the outlook for 2021. Listen Now:
1
8
26
Congratulations to our President,
@PeterMallouk
featured as
@IngramsMagazine
's 40 Under 40 Alumnus of the Year.
2
5
26
Looking for a book that addresses how to stake steps towards
#financialindependence
? Creative Planning Director Robert Pascuzzi released a book on this very idea - Get Tough Retire Rich, Amassing Your Fortune After 40.
0
17
25
.
@PeterMallouk
and
@charliebilello
are back with another exciting episode of Signal or Noise! Tune in to hear their takes on the recent viral headline to “just buy T-bills and chill,” our exploding national debt, the case for indexing and much, much more.
0
5
25
Creative Planning and Harvesters Launch Initiative to Deliver Food to Families
0
16
25
Be sure to check out the latest newsletter from President
@PeterMallouk
on
#digitalthreats
!
Worried about
#cybersecurity
? My latest article goes over 10 ways to protect yourself from
#digitalthreats
.
1
9
17
0
15
24
President
@PeterMallouk
speaks with
@DornzKCBJ
of the
@KCBizJournal
about growing Creative Planning and having higher standards for financial
#advisors
.
0
12
25
In the latest Week in Charts,
@charliebilello
takes us through important topics in investing and the markets this week, including the aftermath of the SVB and Signature Bank crises, easier Fed policy and the housing downturn.
0
2
22
Creative Planning Tax has released its 2017/2018 Tax Reference Guide.
1
15
23
With the government spending like drunken sailors and the Federal Reserve signaling a prolonged period of higher interest rates,
@PeterMallouk
and
@charliebilello
have a lot to unravel on this episode of Signal or Noise.
0
4
25
If you’re wondering whether now’s a good time to rebalance your portfolio or want to hear what
@PeterMallouk
and
@charliebilello
think about the recent surge in small cap stocks, check out the latest episode of Signal or Noise.
3
6
25
Have you checked out
@tferriss
and
@PeterMallouk
’s
#podcast
where they discuss gold,
#biocoin
, real estate, public markets,
#alternatives
, having a healthy relationship with money and more? . Important legal disclosure:
0
6
23
What do you think the minimum wage should be for the U.S. workforce? Peter and Charlie dive into minimum wage, Japan's first all-time market high since 1989, the great retirement wave and more on episode 21 of Signal or Noise.
8
7
24
Creative was thrilled to welcome our Director of Financial Education,
@ClementsMoney
to Kansas City with
@PeterMallouk
today to film content for our upcoming
#podcastseries
. Stay tuned for release information!
#financialeducation
#independentadvisor
0
8
24
We are honored to be ranked
#1
on the Kansas City Business Journal’s 2020 Best Places to Work list! See for award disclosures.
0
1
24
#Marketvolatility
can be disconcerting but historically the market has recovered from intra-year declines and provided positive returns over time.
#Volatility
is normal. Corrections are chances to purchase asset classes depressed and take advantage of tax opportunities.
0
8
23
Here’s what could calm the wild
#market
ride according to our CIO
@PeterMallouk
via
@Business
@VildanaHajric
.
0
19
24
Join us for another big Week in Charts, with themes including the latest
#inflation
report,
#Fed
policy expectations and tightening
#lending
standards. Click to watch now!
0
2
24
ICYMI: check out our new
#podcast
series, Down the Middle with
@PeterMallouk
and
@ClementsMoney
where they discuss
#markets
,
#investment
philosophy, give monthly tips and more!
0
11
24
Kansas City business shares message of hope with the community
1
4
24
It won’t go quietly, but the recent precipitous drop may be the beginning of its inevitable and inexorable death spiral,” - President & CIO,
@PeterMallouk
wrote in
@Forbes
.
0
24
22
The latest Week in Charts video is up! Watch along to learn what Chief Market Strategist
@charliebilello
has to say about how 2023 has started for investors.
1
5
21
Reminder that
#bearmarkets
are a poor predictor of
#recessions
. The
#market
has been wrong on nine separate occasions in recent history.
0
13
22
The S&P 500 has been up 16 out of the last 18 weeks! Join
@charliebilello
for The Week in Charts as he shares relevant data and insights on market conditions, home prices, the bond bear market and more.
0
4
23
The Wuhan coronavirus is spreading, and things will likely get significantly worse before it’s contained. What’s an investor to do? Read now:
1
8
23
We congratulate our team members who have been recognized on the Barron's 2024 Top 1200 U.S. Financial Advisors by state list and applaud their commitment to exceptional client service. We’re honored to have each of you at Creative Planning! Learn more:
2
2
23
Congratulations to Molly Rothove for being recognized by Barron's as one of America's Top Women Financial Advisors! , Your Creative family is proud of you. Disclosure info:
0
4
23