Tag: Diversification

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Decoding Financial Jargon Part 1 (Ep. 117)

Decoding Financial Jargon Part 1 (Ep. 117)

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Welcome to part one of a two-part series breaking down financial jargon!

Today on Wealth Is In The Details, Peter Raskin breaks down complex financial jargon to help listeners gain a deeper understanding of key investment concepts. Peter discusses key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices. He explains these terms in simple, relatable language, making it easier for listeners to grasp these fundamental financial concepts while emphasizing their importance in investment strategy. He advocates for clear communication between professionals and clients and stresses the need for a diversified approach to investing. 

Peter discusses:

  • The importance of understanding investment jargon for investors
  • Key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices
  • The benefits of diversification and correlation in building effective investment portfolios
  • The significance of capital market assumptions for long-term asset class returns
  • The differences between market cap-weighted and equal-weighted indexes in investing
  • And more!

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Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers 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.

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The Similarities Between Traveling and Financial Planning (Ep. 110)

The Similarities Between Traveling and Financial Planning (Ep. 110)

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One of the most important aspects of achieving our financial goals is having a clear vision of what you want to accomplish. And just like a travel journey, without a clear goal, it is easy to get distracted, lose motivation, and make poor decisions.

However, setting a goal is not enough. You also need to have a plan that outlines the steps you need to take, the resources you need to use, and the challenges you need to overcome. 

In this episode, Peter Raskin uses traveling as a metaphor for goal setting and financial planning. He emphasizes the importance of setting clear financial goals and developing unique strategies for each goal. Additionally, he explains the importance of diversifying investments across different sectors to manage market risk and the role of a financial planner when navigating the financial journey.

Peter discusses:

  • Why different financial goals require different investment strategies 
  • How 30% of the market value of the S&P 500 is invested in just ten mega tech stocks, emphasizing the importance of diversification
  • The concept of meaningful diversification
  • The importance of risk management and reasonable expectations in achieving long-term financial goals
  • The role of a financial planner as a coach, emphasizing the importance of enjoying the journey, making necessary adjustments, and building confidence
  • And more!

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Schedule Time with Peter:

 

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Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers 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.

FEATURE
Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

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After multiple conversations, Peter has noticed that while his clients are not panicking and selling their stocks and bonds, they are holding onto their assets and feeling uneasy about the current state of the markets.

When everyone around you is talking about a potential recession, it is normal to feel anxious. However, it is important to have a solid plan in place to meet your short- and long-term financial needs.

In this episode, Peter Raskin shares his insights on investing amidst market volatility and how to structure your investments to meet cash flow requirements and prepare for the future.

Peter discusses:

  • Why you should not try to time the market (based on data about past recessions)
  • Safe and liquid investment options that can help you meet your short-term needs
  • The importance of planning for a “worst case scenario”
  • The benefits of working with professionals, such as advisors, attorneys, and accountants
  • And more

Connect with Peter: 

Schedule Time with Peter:

CRN-5674100-050823

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers 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.