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Prepping Your Numbers Using YCharts
Manage episode 341374840 series 2935250
Osaic에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Osaic 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Advisor Group's Jonathan Belair chats with Christian F. Li, a CFP with The Advisory Group.
Christian Li is a founding member and the Vice-President of The Advisory Group, as well as a Registered Representative with FSC Securities Corporation. He has extensive knowledge in comprehensive financial planning, estate planning, personal and business risk management, and modern portfolio theory, which helps him design sophisticated investment allocation strategies for clients.
Christian shares his insight on YCharts and describes the advantages it provides when used for managing client portfolios. He discusses fundamental and technical charts, measuring your indexes and realizing efficiencies.
79 에피소드
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