Earnings Season Playbook: Q1 2022 Reports To Watch

Earnings season rolls around four times a year and brings with it a frenzy of information. After a year of strong earnings reports in 2021, the first results of 2022 may be a bellwether for the year to come. This rings especially true given how the major averages have sunk into correction, and even bear … Continued

Monthly Market Wrap: January 2022

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

The 14 Charts that Defined 2021 with Josh Brown and Friends

YCharts hosted Josh Brown, founder of The Compound YouTube Channel and CEO of Ritholtz Wealth Management, to discuss The Charts that Defined 2021. Armed with perspectives and charts from top advisors, commentators, and #FinTwit leaders, we broke down 14 major investing themes that shaped 2021 and what they mean for the year to come. And … Continued

10 Best Performing Dividend ETFs and How to Find Them

Dividend exchange-traded funds (ETFs) are structured to invest in a basket of stocks with above-average dividend yields. Aside from company dividends, funds can also generate income for shareholders via bond yields or other distributions; however, with relatively lower yields coming from bonds and other fixed-income products, dividend stocks and ETFs have become even more attractive. … Continued

Monthly Market Wrap: April 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

How To Create Better Touchpoints with Clients

While Henry Ford famously told Model T buyers, “you can have any color as long as it’s black,” today’s consumers expect a lot more when it comes to customer service, and especially personalization. If you’re a Netflix subscriber, you’ve probably enjoyed the personalized recommendations for new TV shows and movies that are similar to the … Continued