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YCharts Webinars

Our team—often joined by industry thought leaders—shares insights, best practices, and market trends for advisors & asset managers.

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.

Thursday, Apr 10, 2025
2:00 pm ET / 1:00 pm CT
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