Creative Planning

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8444 Westpark Drive, Suite 610
McLean, VA 22102 United States Get Directions
Website https://creativeplanning.com/locations/national-capital-region/?utm_source=googlemybusiness&utm_medium=localmarketing&utm_campaign=mclean

Events at this venue

Today

  • Cyclical Inflation vs. Structural Deflation: Predicting the Winner

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    Creative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United States

    Supply chain disruptions, geopolitical flare-ups and ultra-accommodative monetary and fiscal policy coming out of the COVID lockdowns have been some of the factors sparking runaway inflation to levels not seen in nearly five decades. However, many are classifying this as “cyclical inflation” and proclaiming that “structural deflationary” forces will prevail in the years ahead as globalization, technological advancements, overwhelming…

  • Road Rage or Autopilot: Active vs. Passive Investing Decisions

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    Creative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United States

    What determines whether active or passive investing will be more effective? Is it correlations of stocks within the S&P500? Is it an upward vs downward market? Is it the sub asset class you are investing in? Is it the number of CFA charter holders in existence? On Thursday October 6th we will investigate the implications…

  • Cash Sweep - A Cost of Doing Business or a Fiduciary Breach?

    ​Cash Sweep: A Cost of Doing Business or A Fiduciary Breach?

    Creative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United States

    As interest rates creep lower, banks, custodians and money managers are finding creative ways to generate revenue. Though it’s not a new practice, many are forcing cash into sweep bank accounts and paying a lower rate of return than offered by comparable money markets. A recent study pointed out that the average RIA held about…

  • Future of Custodial Business

    The Future of Custodial Business

    Creative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United States

    When taking inventory of a RIA's business partners, the list may include technology providers, fund managers, research companies, compliance consultants, and headhunters. But perhaps the business partner RIAs most strongly rely upon is their custodian. Custodial services have, for years, been perceived as mostly "free" with revenue generated from transaction fees, cash spread, t​technology services,…