Monthly Market Wrap: May 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

All Revenue is Not Created Equal with Brian Feroldi

FEATURING: BRIAN FEROLDI Revenue that is: 1) Recurring 2) High-margin 3) Recession-proof Deserves a MUCH higher P/S ratio than revenue that is: 1) One-time 2) Low-margin 3) Cyclical$MA is a good example of the former. $F of latter. Data by @ycharts — Brian Feroldi (@BrianFeroldi) September 21, 2020 Q: You’re constantly stressing the importance … Continued