Creative Planning

09/29/2026

Uncertainty isn’t something investors can eliminate. It’s something they can learn to manage.

Dimensional Fund Advisors Founder and Chairman David Booth join Creative Planning President and CEO Peter Mallouk on Icons and Ideas to explore the science of investing, investor behavior and why staying invested matters for long-term success.

Listen to the full conversation here:

𝐘𝐨𝐮𝐓𝐮𝐛𝐞: https://bit.ly/4rBgFLR
𝐀𝐩𝐩𝐥𝐞: https://bit.ly/4hxq6Ht
𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://bit.ly/4hTGgMw

You can’t eliminate uncertainty from investing. The question is: How are you going to respond to it?

I enjoyed sitting down with Dimensional Fund Advisors Founder and Chairman David Booth to talk about what drives investor behavior, the science and art of investing and why he’s given so much of his time and resources to philanthropy.

We also talked about the early days of building Dimensional, his generous $300 million gift to KU and what his parents taught him about the true meaning of wealth. 𝐍𝐞𝐰 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐨𝐟 𝐈𝐜𝐨𝐧𝐬 𝐚𝐧𝐝 𝐈𝐝𝐞𝐚𝐬 𝐢𝐬 𝐨𝐮𝐭 𝐧𝐨𝐰.

𝐘𝐨𝐮𝐓𝐮𝐛𝐞: https://bit.ly/4rBgFLR
𝐀𝐩𝐩𝐥𝐞: https://bit.ly/4hxq6Ht
𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://bit.ly/4hTGgMw

09/28/2026

We're so grateful for the energy and enthusiasm our clients, guests, team members and guest speakers shared to make CONNECT26 Kansas City such a memorable experience!

09/26/2026

The energy at CONNECT26 Kansas City has been incredible. We love seeing so many familiar faces come together today to connect and learn from the insights, wisdom and experiences of our guest speakers.

09/26/2026

We're excited to host our amazing clients and guest speakers today along with our out of town and international team members to celebrate our biggest event of the year: the annual Kansas City CONNECT event!

09/26/2026

Let’s go Kansas City!!! 5 minutes…

09/23/2026

In this edition of The Week in Charts, Chief Market Strategist Charlie Bilello discusses big themes in recent news that include the first Fed interest rate hike since 2023, persistent inflation and a record low poverty rate.

Full discussion here: https://bit.ly/4ydNz7N

09/17/2026

We’re thrilled to announce that 11 Creative Planning wealth managers have been named to the 2026 Barron’s Top 100 Independent Advisors list.

These individuals embody Creative Planning’s culture, which is built on one main principle: putting clients at the center of everything we do.

Congratulations to Brenna Saunders, Ryan Swartz, Jay Beebe, Jessica Culpetter, Molly Rothove, Tim Sutton, Jerrod Pearce, Ken Steeves, Travis Bezella, Carolyn Frager and Andrew Fuller on this well-deserved recognition.

Your financial planning expertise, tireless efforts and unwavering dedication to our clients make a meaningful difference every day. Thank you for all that you do!

09/16/2026

After 16 years, one NFL playoff moment changed everything for Inner Excellence author Jim Murphy.

Jim joins Creative Planning President and CEO Peter Mallouk on Icons and Ideas to discuss his remarkable journey and why success and achievement alone may not lead to fulfillment.

𝐖𝐚𝐭𝐜𝐡 𝐨𝐫 𝐥𝐢𝐬𝐭𝐞𝐧 𝐭𝐨 𝐭𝐡𝐞 𝐈𝐜𝐨𝐧𝐬 𝐚𝐧𝐝 𝐈𝐝𝐞𝐚𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐡𝐞𝐫𝐞:
YouTube: https://lnkd.in/gXGAX9xt
Spotify: https://bit.ly/3UHXBzf
Apple: https://bit.ly/4iNQIq7

What if achieving everything you want still isn’t enough?

Jim Murphy, author of Inner Excellence, and I had a very interesting conversation about how we define success, our purpose and what it really takes to perform at your best under pressure.

𝐋𝐢𝐬𝐭𝐞𝐧 𝐨𝐫 𝐰𝐚𝐭𝐜𝐡 𝐭𝐡𝐞 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐡𝐞𝐫𝐞:
YouTube: https://youtu.be/VHJjJPFR3LY
Spotify: https://bit.ly/3UHXBzf
Apple: https://bit.ly/4iNQIq7

09/15/2026

We’re excited to announce that Creative Planning has entered into an agreement to acquire RVK, Inc., a leading institutional investment consulting firm based in Portland, Oregon.

Over more than 40 years, RVK, Inc., has advised more than 200 institutional clients, including retirement plans, endowments, foundations and insurance companies.

The acquisition will give institutional clients greater depth in investment research and consulting as they navigate increasingly complex investment decisions.

Read more here: https://bit.ly/4AftWgP