How often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms, you might know why your portfolio is constructed in a particular way.
In this episode, Peter Raskin goes over a variety of financial terms that most people don’t understand. He explains several concepts that many advisors use and how they connect to your portfolio and the financial market.
In this episode you will learn:
- Definitions and examples of words used within the financial industry
- Concepts used when explaining a portfolio
- How these concepts can help you when arranging your portfolio
- Different factors that can impact your portfolio
- And more!
Tune in as Peter Raskin covers vocabulary that is often used and just as often not understood in this episode of Wealth is in the Details Podcast!
Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.