Charlie Bilello’s 5 Charts to Show Your Clients: September 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 provide fascinating insights and also make for excellent talking points in your own client … Continued

Not all that Glitters is Gold with Tadas Viskanta

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, DIRECTOR OF EDUCATION, TADAS VISKANTA @abnormalreturns The pitch for gold is simple: It is a hedge against inflation and societal uncertainty, which sums up the past year or more. The issue, however, is that gold has not cooperated.   Download Visual l Modify in YCharts l Click to view Tweet In the past year, … Continued

Monthly Market Wrap: June 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

5 Ways to Protect Your Portfolio Against Inflation

If you’ve gone shopping recently, you may have noticed some higher prices at the checkout counter. A gallon of milk that typically sold for $2 just rang up for $2.10. That summer deck project you’ve been meaning to get to? It might be getting quite expensive as lumber and wood prices have soared. Gas for … Continued

Monthly Canada Market Wrap: February 2021

Welcome to the first ever 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 … Continued

How to Visually Explain the Rise in Treasury Yields

Treasury rates are on the rise, and yield-hungry investors are making moves to satisfy their appetites. The 20-Year and 30-Year US Treasury Rates are now higher than the S&P 500 dividend yield, but the opposite was true for most of 2020. Yielding slightly more than 2%, both these long-term rates are back to levels seen … Continued