Monthly Market Wrap: November 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

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

Using Scatter Plots in Client Communications

This five-minute video provides a quick “How To” to get you started. Included are valuable tips for making the most of powerful Scatter Plot features, such as customizing data point flags and pinch-to-zoom:  Scatter Plot Step-by-Step Similar to our Fundamental Charts tool, Scatter Plots are driven by the selections you make using the left-hand … Continued