Monthly Market Wrap: October 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: September 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: August 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: July 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 Q2 2022

The bear officially came out of hibernation in the second quarter of 2022. Adding to a down Q1, all three major US indices fell by double-digit percentage points in Q2. The Dow ended the second quarter of 2022 10.8% lower, the S&P 500 was off 16.1%, and the NASDAQ posted a bear market performance in … Continued

Monthly Market Wrap: June 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

What Happens After A Fed Rate Hike?

Fasten your seatbelts, everyone—interest rates have lifted off. In June 2022, the Fed Chair Jay Powell and the FOMC voted to hike their target range by 75 basis points, to 1.50-1.75%. Marking the largest single hike since 1994, the Fed delivered investors a mixed bag of emotions—everyone wants inflation to cool off, and a higher … Continued

Monthly Market Wrap: May 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

Is the 60/40 Portfolio Drowning?

Is it time to revisit the 60/40 Portfolio?   “The 60/40 Portfolio Is Dead” (January 25, 2022)… ”Why a 60/40 Portfolio Is No Longer Good Enough” (August 12, 2020)… “Time for FAs to Rethink Portfolio Construction Rules: Execs” (May 13, 2022)… ”Traditional 60/40 portfolio has actually reached its expiration date” (September 2, 2021).    Apparently, … Continued

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