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View the video of this post here. This week’s post is sponsored by YCharts. During uncertain markets, clients start questioning the benefits of staying invested. With YCharts, you can easily convey to clients why long-term investing is the best strategy. YCharts’ Top 10 Visuals offers ready-to-use charts that make these exact conversations easier. The deck visualizes […]
View the video of this post here. The State of the Markets in 10 Charts… 1) More Milestones, More All-Time Highs The S&P 500 crossed above 7,700 this week for the first time, its 8th 100-point milestone of the year. A year ago it was at 6,300. 5 years ago it was at 4,400. 10 years […]
View the video of this post here. AI is supposed to save advisors time – not become another tab to manage. That’s why YCharts built Y, an AI agent that works directly inside the platform advisors already use. Y can analyze portfolios, compare investments, build proposals, and create client-ready materials. Upload a prospect’s brokerage statement and […]
View the video of this post here. Managing your wealth involves much more than choosing investments. Creative Planning brings financial planning, investment management, tax strategy, estate planning and insurance together under one roof, with a dedicated team focused on your unique goals. At Creative Planning, we’re proud to help clients experience a richer way to wealth […]
View the video of this post here. This week’s post is sponsored by YCharts, a powerful investment research platform that helps advisors analyze markets, compare securities, and create compelling client visuals. Learn more and get 20% off your initial YCharts Professional subscription (new customers only). The State of the Markets in 10 Charts… 1) Diversification Matters Again A […]