Resources
Access webinars, blogs, white papers, slide decks, how-to videos & other tailored financial advisor resources to elevate your game and share with clients.
Upcoming Webinars
Markets are down —should you rebalance now or wait?
With uncertainty looming, advisors are facing a critical decision: Does rebalancing now protect clients, or could it hurt long-term performance?
Special guest, Nick Maggiulli, COO of Ritholtz Wealth Management, joins us on Thursday, April 10th at 2:00 pm ET, as we break down exclusive YCharts research on the impact of four different rebalancing strategies and best practices to implement in your firm.
You’ll discover:
- Is rebalancing during a downturn a smart move—or a costly mistake?
- How do different strategies perform in bull vs. bear markets?
- Are you unknowingly increasing costs and taxes with frequent rebalancing?
- Can the ‘Accumulation Rebalance’ strategy offer a smarter alternative?
Backed by 29 years of market data, this session will give you a first look into this research and tools to make smarter, more strategic rebalancing decisions for your clients.
YCharts University
Blog
Best Performing Mutual Funds of the Last 10 Years: A Financial Advisor’s Perspective
Decks & White Papers
Sharable slide decks and in-depth research to help answer the questions your clients are asking
Debunking Investing Myths
How Do Presidential Elections Impact the Market?
The Top 10 Visuals for Clients and Prospects
View Past Webinars and Product Demos on our YouTube Channel
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