YCharts

New features on #YCharts: 📊 Minimize a client’s tax liability and simplify the portfolio transition process with the Transition Analysis Tool 📃 Review and track report history for adherence to compliance policies with Compliance Admin Groups 🔐 Enhance account security with MFA features to safeguard your data against unauthorized access Discover all the details in our June Product Update ➡️ https://hubs.la/Q02Frgmq0

💡Did you know? Spending taxable dollars first while pushing off tax-deferred accounts can lead to excessive growth... Which can push clients into higher tax brackets and reduce their overall wealth during retirement🚫 Explore a more effective approach to tax-efficient withdrawals with Michael Kitces on July 11th at 2PM ET/1PM CT to discover how a balanced strategy can help you avoid these pitfalls and preserve your clients’ wealth. 🔍 What You'll Learn: ✅ Overcoming the limitations of traditional strategies ✅ Benefits of integrating different account types ✅ Techniques for managing client investments for long-term tax benefits PLUS, learn about YCharts’ new Tax Transition Analysis tool to help streamline your workflows and minimize your client’s tax burdens. . . . Register to earn a 1-hour CE credit! ➡️ https://hubs.la/Q02FdY680

It has been a strong year for long-equity investors, with 60% of S&P 500 constituents powering the index by 14.5% in the first six months. 📈 Among the 303 positive constituents, here are some top performers in the first half of 2024: 👉 Super Micro Computer (SMCI): up 187% 👉 NVIDIA (NVDA): up 150% 👉 Carnival (CCL): up 24% higher in June alone to get back to even 📉 On the flip side, among the 200 negative constituents, the laggards include: 👉 Walgreens Boots Alliance (WBA): down 54% 👉 Lululemon Athletica (LULU): down 42% 👉 Intel (INTC): down 38% Dive deeper into our comprehensive Market Wrap + Slide Deck to explore June’s market dynamics, treasury yields, and emerging opportunities that could redefine your investment strategy: https://hubs.la/Q02F1fCR0

As the presidential election draws near, market uncertainty is peaking, and investors are feeling the pressure. How will you guide your clients through these turbulent times? Our comprehensive Election Guide provides essential data-driven insights to address the surge of client questions, including: 💭 How has the market performed historically under different presidencies? 💭 What happens if I invest based solely on the president’s political party? 💭 How did the market react to Trump's election vs. Biden's election? Download the guide and empower your clients to navigate the upcoming election with confidence ⤵️

🚨Traditional retirement strategies might be leading your clients to higher tax bills🚨 Join Michael Kitces on July 11th @ 2PM ET/1PM CT for an exclusive webinar where he will reveal advanced strategies to manage your clients' retirement funds more effectively and reduce their tax liabilities by leveraging: 👉 Systematic Partial Roth Conversions 👉 Capital Gains Harvesting Register now to learn about YCharts’ NEW Tax Transition Analysis tool to revolutionize your approach to tax planning, PLUS earn a 1hr CE Credit ➡️ https://hubs.la/Q02DyKx40

After a two-month dip, Money Market funds have staged a remarkable comeback, capturing $62.3 billion in inflows🚀 Equity funds rebounded strongly from a slow April, securing $39.2 billion in net inflows. The driving force behind this surge? A staggering $58 billion flowed into equity ETFs, highlighting sustained investor confidence. Meanwhile, Fixed Income funds continued to attract investor interest, garnering $30.3 billion, with Fixed Income ETFs alone drawing in $24.4 billion. Gain deeper insights into the latest trends shaping May's Fund Flows in our comprehensive Report + Deck ➡️ https://lnkd.in/e7JmY-wx

🚀 Exciting Insights from May's Fund Flows in the Latest Asset Management Pulse⤵️ 📈 May 2024 proved to be a month of shifts in fund flows. There was a substantial rebound in Equity funds, particularly in ETFs such as SPDR® S&P 500® ETF Trust (SPY), Vanguard S&P 500 ETF (VOO), and Invesco QQQ Trust (QQQ). 🔄 Money Market funds also saw a remarkable turnaround, drawing in a whopping $62.3B after two consecutive months of outflows.   #AssetManagement #ETFs #InvestmentTrends #YCharts #FundFlows #EquityETFs #MoneyMarkets

For 13 consecutive months, wages have outpaced #inflation, offering a glimmer of hope even as the labor market shows signs of loosening. But as Charlie Bilello mentioned, caution is 🔑 Could cutting interest rates too soon undermine our progress in the fight against inflation? Gain expert insights on protecting your investments during the longest period of high inflation since the 1980s, as we dive into the latest market and economic trends from the year's first half. Watch the replay ➡️ https://hubs.la/Q02CPyY50

Thrilled to share that YCharts' VP of Marketing, Kara Hughes, will be speaking at the 2024 #WIINConference hosted by Association of African-American Financial Advisors! Join us in Chicago, IL, today for this inspiring event dedicated to empowering women in #WealthManagement and fostering a more inclusive and diverse workforce. We can't wait to connect, learn, and grow! Fostering inclusion is a top priority at YCharts (Shout out YCollective👏), and we’re excited to advocate for a workforce where everyone can thrive. Shaakira Mason-Holloway, MBA, Libet Anderson, CIMA®, and Linda Reeves, CLU®, ChFC®, CFP® #WomenInFinance #WIINConference, #FinancialEmpowerment #AAAA

Is the Fed's 11 rate hikes since March 2022 finally reining in inflation? 🧊📊 Explore the top asset classes to safeguard your portfolio, including: 👉 Defensive Stocks 👉 Real Estate 👉 Bonds 👉 Commodities, including Gold Dive into our Advisor Pulse to unlock more strategies and navigate inflation with confidence ⬇️