Charlie Bilello’s 15 Charts for the First Half of 2021

Welcome to the first installment of YCharts’ newest series, “5 Charts to Show Your Clients” with Charlie Bilello, Founder and CEO of Compound Capital Advisors. Each month, we’ll sit down with Charlie to discuss approximately five visuals that illustrate current market trends, are great to share with clients, and were all created using YCharts. (Next … Continued

Economic Update — Reviewing Q2 2021

The green flag continued flying for the bull market in Q2 of 2021, as investors continued to load up on assets of all types. With most of the country fully reopened thanks to improving coronavirus vaccination rates, US markets continued their climb. The Dow and S&P 500 gained 5.1% and 8.5%, respectively, but a marketwide … Continued

Monthly Market Wrap: June 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

Monthly Canada Market Wrap: June 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Canada Market Wrap sent straight to your … Continued

5 Ways to Protect Your Portfolio Against Inflation

If you’ve gone shopping recently, you may have noticed some higher prices at the checkout counter. A gallon of milk that typically sold for $2 just rang up for $2.10. That summer deck project you’ve been meaning to get to? It might be getting quite expensive as lumber and wood prices have soared. Gas for … Continued

Webinar Recap: Crypto Assets with Tyrone Ross

Bitcoin, Ethereum, blockchain, doggycoin — oops, “Dogecoin”. Any of these ring a bell? Advisors, if you or a loved one was recently diagnosed with crypto knowledge deficiency by a teenage nephew, we have the cure.  YCharts recently hosted Tyrone Ross, licensed investment advisor and Co-Founder of Onramp Invest to discuss all things crypto. Onramp is … Continued

LIBOR is Going Away. Get to Know SONIA

Goodbye, LIBOR. And hello, SONIA. Over the course of 2021, investors, banks, and financial analysts alike will say “cheerio” to LIBOR (London Interbank Offered Rate) and usher in SONIA (Sterling Overnight Interbank Average Rate). First launched in London in 1986, LIBOR has spent the last 35 years as a globally accepted benchmark for short-term interest … Continued

Monthly Market Wrap: May 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

Monthly Canada Market Wrap: May 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Canada Market Wrap sent straight to your … Continued

New on YCharts: FINRA Reviewed Portfolio Reports

Big news! The YCharts Portfolio Overview and Portfolio Comparison Reports are now FINRA-Reviewed. With this update, YCharts clients can access two PDF Report templates (via YCharts Model Portfolios) that present investment strategies with clean and straightforward visuals, and also include the necessary disclosures and formatting to earn a clean response letter from FINRA. Click Here … Continued