Charles Ybema

Charles Ybema

Charles has more than 10 years of experience in the financial services industry. He has worked with investors of varying levels of sophistication and experience, and has most recently worked with high-net-worth investors, small to mid-sized corporations, and foundations for a global firm. He is currently a full-time graduate student in economics at Western Michigan University. He holds the Series 7, 63, 65 licenses and is a member of the West Michigan CFA Society.

  1. Asset Allocation

    Shield Your Portfolio From Inflation For Real Returns

    Inflation-protected securities are part of the equation, but they're not a perfect solution.
  2. Mutual Funds

    Savings Accounts Not Always The Best Place For Cash Assets

    Money market funds may be all that stands between you and increasing your wealth.