10 Stock Market Trends for the End of 2021

Even though the S&P 500’s year-to-date max drawdown is just 5.2%, there’s never a shortage of questions on the minds of investors. And with concern over a further market pullback growing, many advisors and their clients are wondering what’s in store for their portfolios. Is the sky falling? Or just another bump in the bull … Continued

Earnings Season Playbook: Q3 Reports To Watch

Earnings season rolls around four times a year and brings with it a frenzy of information. The beats and misses, excitement and uncertainty all combine for a dizzying few weeks. As such, earnings season requires extra market monitoring, due diligence, and attention to detail than other times of the year. It’s also just pretty fun. … Continued

Monthly Market Wrap: September 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: September 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

Charlie Bilello’s 5 Charts to Show Your Clients: September 2021

Each month, we sit down with Charlie Bilello, Founder and CEO of Compound Capital Advisors, to discuss the most important and current market trends for advisors and their clients. Illustrated through visuals that Charlie creates using YCharts, these trends and topics provide fascinating insights and also make for excellent talking points in your own client … Continued

Upcoming IPOs to Watch and Recent IPO Performance

You may be hearing about hot stocks that are set to make their Initial Public Offering (IPO), whether it’s through your own research or questions from clients. Any company that goes public offers the potential for promising returns—yet while shares of some newly-listed stocks like Airbnb (ABNB), SoFi Technologies (SOFI), and Lucid Group (LCID) have … Continued

What 5 Measures of Market Valuation Are Saying Right Now

With the notable exceptions of Q4 2018 and March 2020, US equities have enjoyed a largely uninterrupted ride higher since the Financial Crisis bottom in early 2009. But the exponential run by stocks since the COVID-19 selloff has plenty of us asking: is the market overvalued? And is a correction coming? To offer perspective on … Continued

Value vs Growth: Current Trends, Top Stocks & ETFs

The value versus growth stocks debate is never-ending. Value stocks mounted a comeback in early 2021 as the world “reopened” and interest rates were rising, but the sea change appears to have been short-lived. After just about 4 months of underperformance, growth stocks regained the lead.  Zooming out, from the COVID-induced market downturn through the … Continued

Monthly Market Wrap: August 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: August 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