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.

YCharts University
View Past Webinars and Product Demos on our YouTube Channel