$SHOP Price Cut, Record Low Oil Reserves, Short-Duration Funds | What’s Trending on YCharts?

With every edition of What’s Trending on YCharts?, we reveal the stocks, funds, and economic data that generated the most traffic each month on YCharts. Are any of these names or data points on your radar? YCharts pageview data from July 2022 showed that trending market topics include Shopify’s (SHOP) selloff amid a slowing e-commerce … 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

Monthly Market Wrap: May 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

Tax-Loss Harvesting Made Simple with YCharts

Tax-loss harvesting is a process, usually conducted annually, whereby investors seek to limit their portfolios’ capital gains taxes. Assuming you sold investments for a capital gain at some point in the year and will owe taxes on those gains, you may choose to sell other investments at a loss and offset the taxable income made … Continued