YCharts 101 For Mutual Fund Wholesalers

Just like different investing strategies, investment research and sales tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, … Continued

White Paper: Portfolios, Risk & COVID-19

No one could have predicted the COVID-19 pandemic or devastating market collapse it caused, but could investors have been better prepared? While the record-length bull market from 2009-2020 rewarded many investors, it also caused complacency and set deceivingly low expectations for portfolio risk. This market crisis is unique in that a historically fast market sell-off … Continued

YCharts 101: Account Set Up and Customization

Just like different investing strategies, investment research tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, customizable sales … Continued

Economic Update — Reviewing Q1 2020

The first quarter of 2020 was one for the record books. Major indices set all-time-highs in mid-February and extended an already historic bull market into 2020 before the spread of COVID-19 sent equity markets into a nosedive. Since then, investors have seen some of the best and worst single days in market history as investors … Continued

Zoom for Advisors: Saving Face Time with Clients and Prospects

Amid one of the fastest market sell-offs on record, financial advisors have been inundated with client concerns about coronavirus and questions surrounding the future of their investments. With most people smartly staying home in efforts to combat the spread of COVID-19, advisors must adapt to the “new normal” of working remotely in order to connect … Continued

How Do Investors React in a Crisis? Fund Flows Might Hold The Answer

Despite the best efforts of Wall Street analysts and market commentators, the fates of the US economy, stock and fixed income markets are largely unknown. More than anything, investors are looking for answers. When uncertainty about the future is high, as it is now, forecasts and estimates can be given only so much weight. To … Continued

Resources for Client Communications in a Bear Market

On February 19th, the S&P 500 set a new all-time-high. The Nasdaq Composite also set a new high that day, while the Dow Jones topped out a week earlier on February 12th. Since then, we’ve witnessed some of the worst sessions in stock market history. It’s worth saying that first and foremost, there are more … Continued

Charting Through the Coronavirus Crisis with Ben Carlson

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and co-host of the extremely popular Animal Spirits podcast joined YCharts to break down charts and other visuals that explain how coronavirus is impacting global economies, the stock and bond markets and investors around the world. With Caleb Eplett, VP of Product Management at … Continued

Resources for Client Communications on Coronavirus

The S&P 500 is nearly 20% off the all-time-high it set less than a month ago on February 19th, at times moving into the -20% bear market territory. Thursday, March 12th was the S&P 500’s worst day since Black Monday in 1987. The shock of coronavirus (COVID-19) can be felt not only in investors’ portfolios, but also … Continued

Value Investing with Tobias Carlisle

  FEATURING: TOBIAS CARLISLE   Since the October 2007 market high, $BRK.B has been cheaper than today on a price-to-book value basis (1.1x) a mere 2% of days–68 in total–falling in 2009 at the low, and 2011 at the low: pic.twitter.com/LSJhrCkZDr — Tobias Carlisle (@Greenbackd) March 11, 2020 Q: For those who aren’t familiar with … Continued