Earnings Season Playbook: Q4 Reports To Watch

Earnings season rolls around four times a year and brings with it a frenzy of information. After a string of strong earnings reports throughout 2021, the first results of 2022 may be a bellwether for the new year. As such, earnings season requires extra market monitoring, due diligence, and attention to detail than other times … Continued

Is The Stock Market The Economy? Charting with Charlie Bilello

Charlie Bilello, Founder and CEO of Compound Capital Advisors, joined YCharts to discuss the most important, 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 communication. YCharts users can access … Continued

10 Stock Market Trends for the End of 2021

Even though the S&P 500’s year-to-date max drawdown is just 5.2%, there’s never a shortage of questions on the minds of investors. And with concern over a further market pullback growing, many advisors and their clients are wondering what’s in store for their portfolios. Is the sky falling? Or just another bump in the bull … 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