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

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

Portfolio Stress Testing for Prospect & Client Conversations

History tends to repeat itself—and the stock market is no exception. In fact, plenty of investors sincerely want this to be true. If history repeats itself, you can find securities you believe will follow a trend, invest in them, and watch as your bets pay off. (It’s almost never that easy.) On the flip side, … Continued

Alignment and Efficiency: 3 Ways YCharts Helps Wholesalers Collaborate

In light of fee compression and increased competition, many asset managers have a renewed emphasis on improving productivity and efficiency among distribution teams. As investor demands evolve and advisors become increasingly hard to reach, wholesalers may feel like they’re constantly playing defense; however, an offensively-minded approach could lead to more AUM and profitability by focusing … Continued

Quickflows: A portfolio, stock and mutual fund comparison tool

Quickflows leverage YCharts’ already powerful tools and data to conduct higher quality research, and in less time. The portfolio, stock, and mutual fund comparison tool draws on best practices of experienced YCharts users, condensing highly impactful workflows into single-click efforts via an easy-to-use and always-handy menu. We know that for investors and advisors, time is … Continued

Identifying Competitive Advantages with Matthew Cochrane

  FEATURING: THE MOTLEY FOOL’S MATTHEW COCHRANE   2/ IMHO best way to value banks is P/B ratio. Don’t like using metric for asset-light businesses, but for banks w/ assets on balance sheets, it’s perfect (Assets-liabilities) or Book value / Shares outstanding = Book value per share Share price/book value per share = P/B ratio … Continued

Feeling unproductive? YCharts aligns advisor teams for better collaboration

In light of fee compression and increased competition, many wealth management firms have a renewed emphasis on operational productivity metrics. Adding in factors such as evolving investor demands and impending retirements can leave advisors feeling like they’re constantly playing defense; however, you might consider an offensively-minded approach to improving firm-wide metrics such as advisor productivity, … Continued

Economic Update — Reviewing Q4 2019

Ebbs and flows in the macroeconomy can often lead to tides of change for different sectors, industries, and public companies. Investors, especially those with longer time horizons, look for insights in economic data released by research companies and government agencies to make strategic adjustments to their portfolios. For that reason, YCharts collects and makes available … Continued

Diversification & US Dominance with Charlie Bilello

FEATURING: CHARLIE BILELLO Q: You’re very active on Twitter but unlike most, you tend to share only facts and data, not opinions. How do you view your own place in the community of investors on Twitter, and the value your content provides investors? A: Like everyone else, I have some strong opinions, but I try … Continued