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Prepping Your Numbers Using YCharts
Manage episode 341374840 series 2935250
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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.
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