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

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

Value vs Growth: Current Trends, Top Stocks & ETFs

The value vs. growth stocks debate is never-ending, and 2021 provided a near-perfect illustration of how regularly these equity styles ebb and flow. Value stocks, as defined here by the iShares S&P 500 Value ETF (IVE), steadily outperformed growth for the first half of 2021. But in the back half of the year, growth (IVW) … Continued

Economic Update — Reviewing Q1 2021

A big green flag was waved for the bull market in the first quarter of 2021, as investors continued to load up their plates with risky assets. With a presidential election behind us and ever-growing coronavirus vaccination rates ahead, US markets got back off to the races. The NASDAQ gained 3% in Q1, but a … Continued

Strong Start Boosts Confidence: Q1 2021 Fund Flows

With another year come and gone (in the case of 2020: hoorah!) and a new president inaugurated, 2021 leapt off the starting blocks with both a rising stock market and interest rates shooting higher. In response, assets flowed to equity and bond funds alike. The chart below shows that through the end of Q1 2021, … Continued

Monthly Market Wrap: March 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