Upcoming Webinars

As the year comes to an end, capital gains are on every client’s mind, and the advisors who plan early have the easiest conversations in the new year.

This 30-minute workshop shows you how to get clients ready for tax season by analyzing their holdings in YCharts and finding tax-efficient alternatives before capital gains hit.

You’ll learn how to:

• Spot tax-loss harvesting opportunities with Fundamental Charts, visually tracking holding performance across your Watchlists, Comparison Tables, and Model Portfolios.
• Analyze year-end distributions with CapitalGainsValet to evaluate tax-efficient alternatives, and adjust portfolios proactively.
• Plan smooth, tax-efficient transitions from a client’s current portfolio to a recommended model with Transition Analysis.

The current market is testing conventional wisdom. Despite renewed Fed tightening, two-decade-high Treasury yields, and unprecedented levels of AI investment, equities continue to push higher.

In this session, Charlie Bilello joins YCharts to cut through the noise with the charts that explain today’s market: what’s driving it, what’s being overlooked, and what it means for your clients’ portfolios.

You’ll learn how to:

• Contextualize this year’s geopolitical conflict, persistent inflation, and the highest 10-year Treasury yield since 2002
• Weigh record market concentration amidst the AI spending boom and a historic earnings run
• Navigate today’s shifting rate environment and what it means for client portfolios next year

2026 sent investors mixed signals. AI kept carrying the market, even as doubts grew about how long the boom could last. Meanwhile, Treasury yields hit their highest levels in 20+ years, the Fed hiked for the first time since 2023, and the S&P 500 got more concentrated than ever.

So… what’s next on the market’s playlist?

In this session, Josh Brown, CEO of Ritholtz Wealth Management, joins Sean Brown, CEO of YCharts, to unwrap the year: the top hits, the one-hit wonders, the tracks investors played way too much, and what’s queued up for 2027.

You’ll learn how to:

• Separate 2026’s real hits from the hype, and explain the difference to clients
• Unpack the AI rollercoaster and higher rates in a way clients actually understand
• Get ahead of the themes Josh thinks will top the charts next year

Walk into your year-end reviews with the recap your clients need to hear, and a head start on 2027.