Resources

From surprise tariff headlines and sticky inflation to tech’s continued dominance and a shifting Fed narrative—2025’s first half has been anything but quiet.

In this 30-minute, advisor-focused session, Charlie Bilello unpacks the market and economic developments that truly mattered in H1—and what they signal for the second half of the year. Framed by the key trends and metrics advisors care about most, Charlie will help you make sense of the noise and identify what’s actionable for your clients and portfolios.

You’ll walk away with:

• A clear breakdown of major H1 events—tariffs, inflation trends, Fed signals, and sector rotations
• A look at how markets are positioned for what’s next—and where risks may still be underestimated
• Talking points and visuals you can immediately use in client reviews and strategy discussions

As client expectations evolve, wealth advisors need efficient, integrated solutions to deliver high-quality service at scale. Addepar and YCharts have partnered to help advisors maintain consistency and enhance their analyses. Using powerful analysis and reporting tools, including the recently released alts returns data workflow feature, you can easily model Addepar portfolio data and test new ideas within charts, scatter plots, tables, and more.

With this integration, advisors can:

• Tell the story of your client’s portfolio: Incorporate Addepar holdings into charts, scatter plots, tables, and more for proposals and reports in YCharts.
• Maintain consistency between YCharts and Addepar: Avoid the hassle of ‘copy and paste’ with a simple on-demand import of your client’s portfolio data.
• Utilize the recently released alts returns data workflow feature.

Register to see how Addepar and YCharts empower wealth management firms with smarter, more connected advisory workflows.