View the video of this post on YouTube here. This week’s post is sponsored by YCharts. Year-end review season is here, and for many advisors that means hours of meeting prep spread across several platforms. A portfolio system, a CRM, a planning tool, and many spreadsheets holding it all together. The information is all there. It […]
View the video of this post here. Enjoying this newsletter? Don’t miss the next one. Subscribe to The Week in Charts Here to get it directly in your inbox. The most important charts and themes in markets and investing… 1) The Moment of Truth It was the moment of truth for Kevin Warsh and the Fed. […]
View the video of this post here. This week’s post is sponsored by YCharts. Advisors have a lot on their plate: client meetings, portfolio construction, investment research, and keeping up with an endless stream of market developments. All of that takes time away from the part of the job that matters most: working with clients 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. Enjoying this newsletter? Don’t miss the next one. Subscribe to The Week in Charts Here to get it directly in your inbox. The most important charts and themes in markets and investing… 1) Moving One Step Closer to a Debt Crisis The US National Debt is now $40 trillion. […]
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 […]
View the video of this post here. Subscribe to our YouTube channel HERE for weekly videos breaking down the most important charts, trends, and investing lessons. Helping you separate the signal from the noise. The most important charts and themes in markets and investing… 1) The Hundred-Year Flood “This is a hundred-year flood. I’ve never seen […]
View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 852% (7.8% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one […]
View the video of this post here. The most important charts and themes in markets and investing… 1) The Biggest IPO in History SpaceX officially became the biggest IPO in history, raising a total of $85.7 billion. That’s $60 billion more than the 2nd largest IPO, Saudi Aramco ($25.6 billion raised in 2019). At […]
View the video of this post here. Tomorrow (6/9) at 2 PM ET, I’ll be joining YCharts for a Midyear Market Outlook. We’ll take a data-driven look at where markets stand today, what’s changed over the past six months, and what investors should be watching as we head into the second half of 2026. Topics will […]
View the video of this post here. Something I’m excited about is a new offering from YCharts called Communities. It gives advisors a way to follow research and insights from voices they already trust, directly inside the platform many use daily for investment research and client communication. That means instead of trying to recreate the charts […]
View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 828% (7.7% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one […]
View the video of this post here. This week’s post is sponsored by YCharts. By early May, advisors are already fielding mid-year client questions: How are things tracking? What should we change? YCharts helps you answer in real time with quick portfolio analysis, performance comparisons, and client-ready charts – without rebuilding everything from scratch. It can […]
View the video of this post here. 📊 Charts that don’t need a PhD to understand.🌎 Big-picture thinking without the TV drama.🎯 Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes in markets and investing… 1) Manias As long as human beings are involved […]
View the video of this post here. This week’s post is sponsored by YCharts. As tax season wraps up, many advisors shift from filing conversations to decision-making: what to do with cash, how to adjust portfolios, and how to communicate next steps clearly. The challenge isn’t the analysis, it’s turning it into something clients can actually […]
View the video of this post here. 📊 Weekly chart breakdowns. 🌎Big-picture market themes. 🎯Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) What Happens When Volatility Spikes? One year ago during the tariff turmoil, the S&P 500 fell […]
View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors create clean, client-ready visuals that clearly show portfolio positioning, allocations, and how decisions align with long-term goals. Build proposals, comparison charts, and reports in minutes – all in one place. Try YCharts for free, and save 20% when you […]
View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 789% (7.6% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one […]
View the video of this post here. 📊 Weekly chart breakdowns. 🌎Big-picture market themes. 🎯Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) A Record Oil Spike Crude Oil Futures started trading in 1983. Last week’s 36% spike was […]
View the video of this post here. This week’s post is sponsored by YCharts. Private equity, private credit, and real assets now represent a meaningful slice of many portfolios, but evaluating them alongside public markets isn’t simple. YCharts now supports Hamilton Lane private markets benchmarks, allowing advisors to analyze alternatives within the same framework as equities, […]
View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors research faster, visualize market data clearly, and turn complex portfolio questions into client-ready insights. Advisors using YCharts report saving ~20 hours/month across research, proposals, and client prep. And with built-in AI tools, it’s easier to see what changed, why […]