Value vs Growth: Current Trends, Top Stocks & ETFs

The value versus growth stocks debate is never-ending. Value stocks mounted a comeback in early 2021 as the world “reopened” and interest rates were rising, but the sea change appears to have been short-lived. After just about 4 months of underperformance, growth stocks regained the lead.  Zooming out, from the COVID-induced market downturn through the … 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