New on YCharts: Client-Friendly Data Table PDFs

YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Whether comparing securities, evaluating your firm’s model portfolios, or auditing a holdings list, … Continued

3 Tactics for Advisors to Increase Their Social Media Reach

Could you imagine getting tens of thousands of eyeballs on your next Tweet or LinkedIn post? Charlie Bilello, founder and CEO of Compound Capital Advisors is a social media pro… his Tweet on asset class returns drew thousands of likes and hundreds of retweets in just a few hours.  You don’t need to be an … Continued

Evaluating Emerging Market Funds with YCharts

All advisors seek to maximize their clients’ returns, but emerging market funds may feel like uncharted waters when looking to boost a portfolio’s performance. Bigger risks can lead to bigger rewards, and emerging economies’ pace of growth and market inefficiencies offer potential for higher returns. These inefficiencies are due to a lack of analyst coverage, … Continued

How to Discuss New IPO Stocks with Clients

Is your client excited about new IPO stocks hitting the market, but you’re unsure about adding them to their portfolio? Considering the fanfare around major IPOs, they can be hard to ignore — but it isn’t always easy to decide whether to invest in one or not. While the potential to win big on a … Continued

Building a Culture of Education with Jay Coulter

FEATURING: JAY COULTER @danielcrosby‘s ‘The Behavioral Investor’ & was reminded of @MebFaber‘s work on 10 Month SMAs. Think of all the headaches most have been through this year yet a simple 200-day or 10 month SMA risk management rule could have saved your portfolio and lowered your stress! pic.twitter.com/a9D3hvdGJX — Jay Coulter | Resilient Advisor™ … Continued

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

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

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

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

How To Create Better Touchpoints with Clients

While Henry Ford famously told Model T buyers, “you can have any color as long as it’s black,” today’s consumers expect a lot more when it comes to customer service, and especially personalization. If you’re a Netflix subscriber, you’ve probably enjoyed the personalized recommendations for new TV shows and movies that are similar to the … Continued