The Growing Complexity of ETF Investing with Nate Geraci

FEATURING: NATE GERACI Completely cherry-picked date, but broad emerging markets have delivered a NEGATIVE TOTAL RETURN since just prior to Global Financial Crisis (Oct 2007)… pic.twitter.com/VBqm6AMBYj — Nate Geraci (@NateGeraci) May 13, 2020 Click to view in YCharts Q: Tell us about yourself and the ETF Store. What is your approach to financial planning and … Continued

Surviving as an Investor with Ian Cassel

FEATURING: IAN CASSEL   I know where I’m still finding value #microcap pic.twitter.com/bzdWgR0h4w — Ian Cassel (@iancassel) April 19, 2020 Q: Tell us about yourself and what sparked your passion for micro cap investing? A: In 1997, I was a teenager in high school investing in small cap technology companies during the dot-com bubble. When … Continued

Zoom for Advisors: Saving Face Time with Clients and Prospects

Amid one of the fastest market sell-offs on record, financial advisors have been inundated with client concerns about coronavirus and questions surrounding the future of their investments. With most people smartly staying home in efforts to combat the spread of COVID-19, advisors must adapt to the “new normal” of working remotely in order to connect … Continued

Value Investing with Tobias Carlisle

  FEATURING: TOBIAS CARLISLE   Since the October 2007 market high, $BRK.B has been cheaper than today on a price-to-book value basis (1.1x) a mere 2% of days–68 in total–falling in 2009 at the low, and 2011 at the low: pic.twitter.com/LSJhrCkZDr — Tobias Carlisle (@Greenbackd) March 11, 2020 Q: For those who aren’t familiar with … Continued

Portfolio Stress Testing for Prospect & Client Conversations

History tends to repeat itself—and the stock market is no exception. In fact, plenty of investors sincerely want this to be true. If history repeats itself, you can find securities you believe will follow a trend, invest in them, and watch as your bets pay off. (It’s almost never that easy.) On the flip side, … Continued

Alignment and Efficiency: 3 Ways YCharts Helps Wholesalers Collaborate

In light of fee compression and increased competition, many asset managers have a renewed emphasis on improving productivity and efficiency among distribution teams. As investor demands evolve and advisors become increasingly hard to reach, wholesalers may feel like they’re constantly playing defense; however, an offensively-minded approach could lead to more AUM and profitability by focusing … Continued

Investment Scorekeeping with Investopedia’s Caleb Silver

  FEATURING: INVESTOPEDIA EDITOR-IN-CHIEF CALEB SILVER Q: Describe your day-to-day at Investopedia. With all of the great content on the site, what are the key areas in which you’re trying to educate investors? A: As the Editor-in-Chief of Investopedia, I’m responsible for ensuring content quality across the site, which includes our 30,000 articles and financial … Continued

Quickflows: A portfolio, stock and mutual fund comparison tool

Quickflows leverage YCharts’ already powerful tools and data to conduct higher quality research, and in less time. The portfolio, stock, and mutual fund comparison tool draws on best practices of experienced YCharts users, condensing highly impactful workflows into single-click efforts via an easy-to-use and always-handy menu. We know that for investors and advisors, time is … Continued

Feeling unproductive? YCharts aligns advisor teams for better collaboration

In light of fee compression and increased competition, many wealth management firms have a renewed emphasis on operational productivity metrics. Adding in factors such as evolving investor demands and impending retirements can leave advisors feeling like they’re constantly playing defense; however, you might consider an offensively-minded approach to improving firm-wide metrics such as advisor productivity, … Continued

Economic Update — Reviewing Q4 2019

Ebbs and flows in the macroeconomy can often lead to tides of change for different sectors, industries, and public companies. Investors, especially those with longer time horizons, look for insights in economic data released by research companies and government agencies to make strategic adjustments to their portfolios. For that reason, YCharts collects and makes available … Continued