One Year Since the COVID Crash: How Far We’ve Come

It’s been one full year since the stock market crash on March 23rd, 2020, and a few months more since the novel coronavirus, COVID-19, was first identified. Little did we know how much the world, our daily habits, and our portfolios, would be changed. Here, we reflect on the past year through data and visuals … Continued

Monthly Market Wrap: February 2021

Welcome back to the Monthly Market Wrap from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

Economic Update — Reviewing Q3 2020

The bull market raged on in the third quarter of 2020, continuing the second quarter rally. Despite the Covid-19 pandemic keeping a tight grip on the global economy, the S&P 500 and Dow gained 8.9% and 8.2% respectively, while big tech drove the Nasdaq Composite up 11.2% in Q3 on a total return basis. Even … Continued

Survey Results: Pandemic, Volatility Push Advisors to Rethink Portfolio Management

Portfolio management has long been a cornerstone of relationships between financial advisors and their clients. During a global pandemic, a record-speed market downturn, followed by a record recovery, clients take special note of their portfolio’s performance—and their advisor’s advice. However, over the past decade’s bull market, client needs have evolved, holistic planning has become a … Continued

Winning in Bear Markets with Rita Cheng

  FEATURING: RITA CHENG Click to view in YCharts Q: Tell us about yourself and Blue Ocean Global Wealth. What is your philosophy? A: I help clients gain clarity, confidence and control of their finances. The foundation of every client relationship is financial planning. Financial planning is a collaborative process that helps clients meet their … 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

Charting Through the Coronavirus Crisis with Ben Carlson

Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and co-host of the extremely popular Animal Spirits podcast joined YCharts to break down charts and other visuals that explain how coronavirus is impacting global economies, the stock and bond markets and investors around the world. With Caleb Eplett, VP of Product Management at … 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