10 Stock Market Trends for the End of 2021

Even though the S&P 500’s year-to-date max drawdown is just 5.2%, there’s never a shortage of questions on the minds of investors. And with concern over a further market pullback growing, many advisors and their clients are wondering what’s in store for their portfolios. Is the sky falling? Or just another bump in the bull … Continued

Charlie Bilello’s 5 Charts to Show Your Clients: August 2021

Each month, we sit down with Charlie Bilello, Founder and CEO of Compound Capital Advisors, to discuss the most important and current market trends for advisors and their clients. Illustrated through visuals that Charlie creates using YCharts, these trends and topics make for excellent talking points in your own client communication. Click here to register … Continued