Monthly Canada Market Wrap: November 2021

Welcome back to the 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 your … Continued

Monthly Canada Market Wrap: October 2021

Welcome back to the 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 your … 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

Making Tax-Loss Harvesting Easy with YCharts

As year-end approaches, nearly every advisor is thinking about taxes for their clients; how to harvest losses and maximize after-tax returns. With YCharts, help advisors think through their tax-loss harvesting process, making sure it is efficient and collaborative.  First, use YCharts Comp Tables to identify a portfolio’s losers — which funds have sold off this … Continued

The Marijuana Industry: 5 Ways to Get High Returns

It’s why your hippie neighbor moved to Colorado. It made Richard “Cheech” Marin and Tommy Chong famous. And it just might be your portfolio’s next target industry — it’s marijuana. Marijuana is no longer taboo. In fact, it’s quickly becoming the opposite. Marijuana is legal for medical use in 30 U.S. states (plus D.C.) and legal … Continued