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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.

YCharts

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.

YCharts

Join our Webinar

Gain insights to explain 2025 to clients with confidence.

Register

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