Upcoming Webinars

As the year wraps up, it’s time to turn YCharts’ 2025 innovations into your 2026 advantage. Join our end-of-year workshop to see how advisors are saving hours, strengthening client trust, and powering more impactful conversations using this year’s top releases. Learn how to:

• Elevate your research with AI Chat and Smart Compare, turning insights into visuals and comparisons clients instantly understand.
• Simplify meeting prep with Quick Extract, pulling portfolios from PDFs in seconds, and Risk Profiles that align portfolios with client goals.
• Strengthen fixed-income analysis using expanded Bond Data for clearer, more confident discussions on yield and duration.
• Streamline your workflow with Fast Track and Guided Workflows, helping your team stay consistent, compliant, and save hours every week.

Featured Tools: AI Chat, Smart Compare, Quick Extract, Risk Profiles, Fast Track, Guided Workflows

The explosive growth in AI and tech stocks has driven markets to new highs, and raised an old question: are we in another bubble, or just the early innings of a lasting transformation?

Join Charlie Bilello and YCharts as they unpack the data behind the AI-driven market surge, exploring what history tells us about exponential growth cycles, investor behavior, and valuations. You’ll walk away with perspective and context you can use to help clients navigate the hype with confidence.

You’ll learn how to:

• Evaluate whether today’s AI rally shows bubble-like signals or sustainable growth.
• Compare this cycle’s growth patterns to past manias, including the Dot-Com era.
• Communicate balanced insights to clients asking if they’re “too late” or “too exposed.”

2025 had it all…rate cuts, market rotation, policy pivots, and more. But what actually defined the year for advisors and their clients?

Join Josh Brown, CEO of Ritholtz Wealth Management, and Sean Brown, CEO of YCharts, as they unpack the charts that told 2025’s real market story. From surprising sector shifts to investor sentiment swings, you’ll get an inside look at how data shaped decisions, and how you can use these insights to explain 2025 to clients with confidence.

You’ll learn how to:

• Turn 2025’s biggest market moments into client-ready stories that build confidence and spark better year-end conversations.
• Use data and visuals to explain volatility in a way clients actually understand (and remember).
• Walk away with YCharts’ “Charts That Defined 2025” deck, packed with shareable visuals for client reviews, proposals, and reports to help finish the year stronger.