Introducing 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. Drawing on best practices of experienced YCharts users, Quickflows condense 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 a scarce supply. While you may have … 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