New on YCharts: Separately Managed Accounts (SMA) Data

Separately managed accounts (SMAs) can offer investors more transparency, control and strategy customization than mutual funds or exchange traded funds (ETFs). Also called ‘individually managed accounts’ or simply ‘separate accounts’, SMAs are investment vehicles made up of individual holdings and overseen by an asset management firm. Unlike mutual funds or ETFs, separate accounts provide investors … Continued

How to Find and Compare Dividend ETFs

Dividend exchange traded funds (ETFs) are structured to invest in a basket of stocks with above average dividend yields. Because companies that offer the best dividend yields are often large and stable “blue chips,” dividend ETFs can also add balance to portfolios during times of uncertainty. Most strategies that emphasize investment income will incorporate dividends … Continued

Survey Results: Pandemic, Volatility Push Advisors to Rethink Portfolio Management

Portfolio management has long been a cornerstone of relationships between financial advisors and their clients. During a global pandemic, a record-speed market downturn, followed by a record recovery, clients take special note of their portfolio’s performance—and their advisor’s advice. However, over the past decade’s bull market, client needs have evolved, holistic planning has become a … Continued

Value vs Growth Stocks: Which Is Right for You?

While there’s plenty of debate about value vs. growth stocks, or value funds vs. growth funds, it’s difficult to argue that one is superior to the other, though many have tried. Growth investors look for companies that are yet to reach scale or their full growth potential, and value investors try to identify companies they … 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

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

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

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