?? I got a rock: How to avoid being Charlie Brown this Halloween

Hello to our readers!

It's the Great Pumpkin Charlie Brown is always a highlight of my Halloween and had fun expanding on the idea of the "I got a rock" scene in the context of the statement extraction ability from Advisor Core. I got a good laugh out of it and hope you did too!

But right now, grab a piece of candy (my choice is Kit Kat or Almond Joy), and let's go through everything new in October at YourStake!??

Ghosts of Deadlines Past after you and don't have time to read?

Tax Transition Added to Advisor Core

For those who saw the news yesterday, we are thrilled to unveil our latest expansion of Advisor Core to now cover tax transition analysis to the platform.?

With the Tax Transition Analysis, you can now leverage Advisor Core’s robust analytics to:?

• Calculate and display the immediate tax impact if a client were to sell all holdings at once.
• Provide transition options based on a client’s preferred "tax budget," enabling gradual shifts without surpassing the client’s annual tax limit.
• Visualize the transition process, showing the percentage of the portfolio transitioned, and the estimated time to complete, all in an easily digestible format.

Read the full release or Watch the Demo

??? You're Invited to the YourStake Community Forum

We're thrilled to bring back our community forum this fall.

Register now to join the YourStake team on Wednesday, November 13 at 2 pm Eastern where we'll discuss:

• Best practices and top use cases for some new updates in Advisor Core and VADIS
• See a preview of some new develops coming to the platform in 2025
• Question & Answers with the team, bring any questions, problems, and ideas you have and we'll make the space to go over them either together or in breakout sessions

We're thrilled to see you there, register here.

Guide to Client Conversations About Direct Indexing

In today's evolving financial landscape, clients increasingly want their investments to reflect their values. But how do you navigate these conversations effectively?

I'm excited to share our new resource: "Guide to Client Conversations about VADIS" (Values-Aligned Direct Index Solution).

This comprehensive guide equips you to:

1. Discover Client Values:?Learn to use the 16-question Behavioral Values Questionnaire to uncover what truly matters to your clients.
2. Explain VADIS Capabilities: Articulate how VADIS combines YourStake's data with First Affirmative's investment expertise to create uniquely personalized portfolios.
3. Address Performance and Risk:?Confidently discuss how VADIS balances values alignment with financial goals, typically aiming for a 1-2% tracking error.
4. Implement and Report:?Understand the portfolio construction process and how to leverage Advisor Core for interactive and impactful reporting.

Plus, you'll get our?VADIS Decision Tree?- a practical tool to guide your client conversations from introduction to implementation.

Download Guide

Q&A with Gabe Rissman and Joe Pelusi

On a recent episode of the Planet Profits Podcast hosted by Joe Pelusi . Gabe Rissman our co-founder and president, shared his insights on the evolving landscape of sustainable investing.

He and Joe discussed how AI is changing portfolio analysis and financial advising, and explored effective?strategies for climate-focused investing, and explained YourStake's approach to personalizing values-aligned portfolios.

He and Joe discussed how AI is changing portfolio analysis and financial advising, explored effective strategies for climate-focused investing, and explained YourStake's approach to personalizing values-aligned portfolios. Gabe also shared his journey from computational astrophysics to building a platform for AI enhancement and values-based investing, offering a unique perspective on leveraging technology to align investments with personal values.

Read the full Q&A from the episode

Thank you for reading!

If you made it this far, I want to extend a sincere thank you for taking the time to see what is new at YourStake and put up with my Halloween jokes. If you want more of the back story on the Charle Brown cartoon above, check out our LinkedIn post.

If you liked what you read or want to see anything in particular for next time, reply to this email or reach out to us and we'll consider it for November's letter.?

Enjoy your Halloween!?

Jack Casady ??