Let’s face it, we’re living in a digital world. Innovations in tech make managing investments and researching trades much easier than the analog days, but sometimes you still need that human touch. On this week’s episode of Limit Up! we’re talking to Sean Brown, President and CEO of cloud-based investment tool YCharts. YCharts is unique in that it’s a cloud-based platform that will still connect you with a human if you need help.
Sean talks to Jeff about Ycharts’ goal to bring transparency and great research to people of all levels of investing. He discusses how the company is integrating model portfolios and moving into the asset management space. But first, Mark Meadows is back this week with a zen MARKet Reaction: don’t fight the market, just go with it.