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

Charts of the Decade: Looking Back on the 2010s

The end of the year, and now the end of the decade, provide an opportunity to look inward and reflect on our successes and failures, think critically about where we went wrong, and make resolutions to be better versions of ourselves going forward. But that sounds like a lot of work. Instead, we at YCharts … Continued

Harness Volatility & Create Opportunity

While the VIX has long served as a volatility yardstick for investors, the index stepped into the limelight at the beginning of 2018 when it spiked to its highest level since mid-2015. The VIX cooled off for a time, but as we rolled into 2019, volatility returned. Just as was the case last year, investors are needing … Continued

How Research Creates Opportunity in Volatile Markets

2018 is the year of the VIX — everyone’s talking about it and most are afraid of it. For the first time in a while, investors are needing to tap into their fight or flight instincts. And while you may be tempted to choose the latter, there’s a case to be made for fighting. First, a quick … Continued