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...

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...

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...

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)...

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...

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...

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...

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...

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...

View the video of this post here. This week’s post is sponsored by YCharts. What Are THE Most Important Charts to Watch in 2026? Join me and YCharts for a live show on January 27 as we break down what history, fundamentals, and global market trends...