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“...a really elegant way to monitor our portfolios. YCharts has demonstrated its
value multiple times in helping us communicate with clients.”
Ben Peters, Burton Enright Welch

“...a tool that lives within every advisor's computer that, in essence, provides
a real-time portal into Integrated's portfolios.”
Dr. Rob Brown PhD, CFA - Integrated Financial Partners

“...with YCharts, we're able to better put our investment solutions in the
context of the markets in a way that works for people on the go.”
Jeff Duckworth - John Hancock Investment Management

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A bit of everything... I wear a lot of hats!
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HOW WE THINK

View blog
Economy
Nov. 21, 2024
US Existing Home Sales Monthly Update
The U.S. Existing Home Sales Report is a critical monthly economic indicator
that tracks the number of previously constructed homes that were sold during the
reporting month. Released by the National Association of Realtors (NAR), this
report provides valuable insights into the housing market’s performance and
overall economic health. It reflects consumer demand for housing, …
Read More
Advisors
Nov. 21, 2024
Your End-of-Year Guide to Tax-Efficient Portfolio Planning
With the S&P 500 advancing another 23% year-to-date in 2024 YTD, advisors and
their clients will eventually face a bittersweet scenario: capital gains tax. As
the year winds down, advisors are gearing up for critical end-of-year tasks in
preparation for their annual client reviews, including assessing potential tax
liabilities for client portfolios. This guide helps …
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Economy
Nov. 19, 2024
US Housing Starts Monthly Update
The U.S. Housing Starts report is a critical indicator of the health of the
housing market and broader economy. Tracking the number of new residential
construction projects each month, this data offers insights into the direction
of the real estate market, construction industry, and economic growth. For
detailed information, visit the U.S. Census Bureau Housing …
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Advisors
Product
Nov. 15, 2024
Understanding Economic Indicators with YCharts: A Beginner’s Guide
Introduction Economic indicators play a critical role in shaping investment
decisions and financial strategies. They help financial professionals make sense
of market trends, forecast economic changes, and offer clients well-informed
guidance. Whether you’re a seasoned advisor or just starting, understanding how
to navigate economic data is essential. In this guide, we’ll walk you through
how …
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