Survey Results: Pandemic, Volatility Push Advisors to Rethink Portfolio Management

Portfolio management has long been a cornerstone of relationships between financial advisors and their clients. During a global pandemic, a record-speed market downturn, followed by a record recovery, clients take special note of their portfolio’s performance—and their advisor’s advice. However, over the past decade’s bull market, client needs have evolved, holistic planning has become a … Continued

Winning in Bear Markets with Rita Cheng

  FEATURING: RITA CHENG Click to view in YCharts Q: Tell us about yourself and Blue Ocean Global Wealth. What is your philosophy? A: I help clients gain clarity, confidence and control of their finances. The foundation of every client relationship is financial planning. Financial planning is a collaborative process that helps clients meet their … Continued

Resources for Client Communications in a Bear Market

On February 19th, the S&P 500 set a new all-time-high. The Nasdaq Composite also set a new high that day, while the Dow Jones topped out a week earlier on February 12th. Since then, we’ve witnessed some of the worst sessions in stock market history. It’s worth saying that first and foremost, there are more … Continued

Charting Through the Coronavirus Crisis with Ben Carlson

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and co-host of the extremely popular Animal Spirits podcast joined YCharts to break down charts and other visuals that explain how coronavirus is impacting global economies, the stock and bond markets and investors around the world. With Caleb Eplett, VP of Product Management at … Continued

Resources for Client Communications on Coronavirus

The S&P 500 is nearly 20% off the all-time-high it set less than a month ago on February 19th, at times moving into the -20% bear market territory. Thursday, March 12th was the S&P 500’s worst day since Black Monday in 1987. The shock of coronavirus (COVID-19) can be felt not only in investors’ portfolios, but also … Continued