Monthly Market Wrap: April 2022

Welcome back to the Monthly Market Wrap from YCharts, where we review and 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? … Continued

Economic Update — Reviewing Q1 2022

The post-pandemic stock market rally came to a sobering halt in the first quarter of 2022. All three major US indices fell by double digit percentage points at some point in Q1. The Dow ended the first quarter of 2022 4.6% lower, the S&P 500 finished Q1 down 5%, and the NASDAQ was off 9.1% … Continued

Monthly Market Wrap: March 2022

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

Monthly Market Wrap: February 2022

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

Monthly Market Wrap: January 2022

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

How Strong Are Your Diamond Hands? with RAMP Capital

FEATURING RAMP Capital, @RampCapitalLLC One year ago during the retail trader and meme stock revolution, a new cult quip dubbed “diamond hands” was being spread around the world. There are many definitions on the web, but in general, someone who has “diamond hands” has a high tolerance to ignore volatility and large drawdowns in order … Continued

Economic Update — Reviewing Q4 2021

After a flat Q3 for equities, the bull market ended 2021 with a bang. (Spoiler alert: 2022 is off to a rough start.) In the fourth quarter of 2021, the S&P 500 charged 11% higher. The NASDAQ rose 8.5%, while the Dow finished Q4 up 7.9%. Download Visual | Modify in YCharts For the year, … Continued

Monthly Canada Market Wrap: December 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based 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 Canada Market Wrap sent straight to your … Continued

Bear Market Mania with Charlie Bilello

FEATURING THE FOUNDER & CEO OF COMPOUND CAPITAL ADVISORS, CHARLIE BILELLO, @charliebilello Is this a bull or a bear market? In looking at any of the major U.S. indices, that might seem like a ridiculous question. The S&P 500 is up over 20% on the year and has hit 66 all-time highs, the second most of … Continued

Turning a $10K Investment into $39M with Austin Lieberman

FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin ​​A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued