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

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

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

How To Avoid Distributions and Build Tax Efficient Portfolios

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As an advisor, you’re tasked not only with helping your clients manage their investments, but also managing the tax implications of gains and losses from those investments. … Continued