Tag: Stocks

FEATURE
Decoding Financial Jargon Part 2 (Ep. 118)

Decoding Financial Jargon Part 2 (Ep. 118)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Welcome back to part 2 of our two-part series where we break down financial jargon that many advisors use, for our listeners!

In this episode, Peter Raskin breaks down more complex financial terms to help you better understand investment terminology, while emphasizing the importance of diversification. He explains factor investing and the significance of macroeconomic and style factors in portfolio management. Peter also covers the implications of the yield curve and bond duration for investors.

Peter discusses:

  • Different kinds of stocks and bonds, and the importance of diversification
  • What factor investing is, and specific drivers of returns across asset classes
  • What a yield curve and duration in the context of bonds are
  • The importance of diversifying into different types of bonds based on risk tolerance
  • And more!

Resources

Connect with Peter: 

Schedule Time with Peter

CRN-6491254-031924

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.

Raskin Planning Group is a marketing name for registered representatives 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. Raskin Planning Group is a marketing name for registered representatives 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
Investment Losses With Peter Raskin (Ep.80)

Investment Losses With Peter Raskin (Ep.80)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging. 

What is the best way for financial planners to coach their clients on how to best handle the market changes?

In this episode, Peter Raskin discusses the challenges taking place in the current market. He also provides tips and tricks on how to potentially stay ahead of the challenges.

Peter discusses:

  • His 5 core beliefs 
  • 4 questions that he reviews with his clients
  • The difference between fixed income and discretionary income
  • The importance of contingency planning
  • And more

Connect with Peter: 

CRN-4753659-052022

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 a marketing name for registered representatives 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
The Good and Bad News of Realized Capital Gains (Ep. 79)

The Good and Bad News of Realized Capital Gains (Ep. 79)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Investors see capital gains as both good and bad news for their investment portfolio. 

The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments. 

What is the best way for investors to maneuver between these two extremes? 

In this episode, Peter Raskin discusses both the good and bad about realized capital gains. He also provides tips on how to maneuver around capital gains and taxes so more money stays in your pocket. 

Peter discusses:

  • Why all stocks don’t experience the same level of capital gain 
  • The importance of global diversification with your portfolio 
  • The importance of being tax aware regarding stocks and bonds
  • How risk management is crucial to your investment strategy 
  • And more!

Connect with Peter: 

CRN-4710331-042622

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 a marketing name for registered representatives 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.