Full-Time
Posted on 3/5/2025
Investment research platform for financial professionals
No salary listed
Mid
Remote in USA
Hybrid Schedule
YCharts is an investment research platform that helps financial advisors, asset managers, and investment professionals analyze securities and build portfolios. The platform offers a variety of tools for screening and comparing investments, as well as visualizing data related to securities, portfolios, and economic trends. This allows users to generate new investment ideas and create marketing materials to communicate effectively with clients. YCharts stands out from competitors by providing customizable tools that cater to the specific needs of its users, all through a subscription-based model that offers different service tiers. The main goal of YCharts is to enhance the investment decision-making process and improve communication between investment professionals and their clients.
Company Size
51-200
Company Stage
Series C
Total Funding
$15.7M
Headquarters
Chicago, Illinois
Founded
2009
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401(k) Company Match
Hybrid Work Options
Unlimited Paid Time Off
Professional Development Budget
Paid Parental Leave
When you're young, your investment goals revolve around growth. In retirement, those goals change to income. But if you are, say, a decade or two from retirement, your priorities are balanced between the two. Thus, the decades leading up to retirement is a great time to buy dividend growth stocks. If a company is profitable and has a path to a decade or more of growth ahead, the compounded dividend payouts can become quite large once you hit retirement age. The catch is that dividend growth stocks often have current yields that don't exactly wow investors
Despite the market sell-off centered around tech stocks, investors need to keep their focus on the long term. We're still in the early innings of the AI investment wave. We've barely scratched the surface of integrating AI into business and regular life, and there will be more development in this space over the next five years. As a result, I think investors need to look at which stocks look like strong bargains, as the market is full of many opportunities to purchase the best AI stocks on sale. I'm focusing on four companies that are key suppliers in the AI race: Taiwan Semiconductor (NYSE: TSM), ASML (NASDAQ: ASML), Nvidia (NASDAQ: NVDA), and Broadcom (NASDAQ: AVGO). These are critical companies and without them, the AI revolution wouldn't look the same
If you want to get your portfolio to $1 million by the time you retire but you don't have a big lump sum of money to invest in today, you can start by investing every month. And if you can maintain that habit over the long term, your gains can be significant, potentially putting you on track to end up with a portfolio worth at least $1 million. I'll show you how investing $340 per month could eventually result in a portfolio balance of $1 million, and that's even if you factor in a slowdown in the markets in the years ahead. If the market performs better, your balance may end up significantly higher. When you're investing for the long term, it's important to have a go-to investment to put money into on a regular basis. This way, you average out your cost; you aren't worried about timing the market and trying to find the precise and best time to buy shares of a business
The SP 500 index (SNPINDEX: ^GSPC) fell into correction territory on March 13. So, like the Nasdaq Composite (NASDAQINDEX: ^IXIC), it has declined 10% from its highs. That has some investors worried that there's more downside to come. But 10% is nothing compared to the roughly 20% drop that American Express (NYSE: AXP) has experienced. Why is it down so much more than the market, and is it a buy after the big plunge? Howard Marks, who correctly foresaw and made a ton of money during the Great Recession, writes extensively about the market's tendency to cycle between extremes. You can read all about his thoughts in his iconic book The Most Important Thing and its somewhat iterative sequel Mastering the Market Cycle
The big draw for investors with Dow Inc. (NYSE: DOW) is its huge 7.8% dividend yield. While that will clearly be attractive to income investors, it has to be juxtaposed against the company's business risks. There are reasons some investors might want to buy or hold Dow, but selling (or avoiding) it is also an equally worthy choice. Here's a look at the buy, sell, and hold calls for this chemical maker. If you are looking for a stock with a lofty dividend yield, Dow with its 7.8% yield fits the bill