Financial Jargon

Listens: 115


Welcome to Financial Jargon, where we aim to break down the wall between you and your financial advisor. Too many advisors speak over their clients' heads by using intelligent-sounding jargon that doesn't truly help. It's time for real conversions that lead to real change. We're here to simplify the financial world and help you become a smarter investor.

5 Potential Tax Changes Coming

Although we cannot be sure if or when the changes will come, taking the wait-and-see approach may be more costly than ever, given how quickly things c...
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Lessons Learned

As Ryan bids farewell to Oakmont and Financial Jargon, David and Ryan share some lessons they've learned about helping people with their finances.  We...
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A digital currency in which encryption techniques are used to regulate the generation of units of currency and verify the transfer of funds, operating...
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Monte Carlo Simulations

A Monte Carlo simulation is a model used to predict the probability of different outcomes when the intervention of random variables is present. Monte ...
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Rate of Return

The rate of return, ROR, or return, in the world of investments, is the profit or loss you make on an investment. - marketbusinessnews.comWhy does tal...
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Financial Plans

Why does talking about this matter? What does it have to do with financial planning?Actually understanding what a financial plan is and is not will ac...
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Entity Selection

"The secret to getting ahead is getting started!” - Mark TwainBusiness Entity means any entity recognized by law through which business is conducted, ...
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4 Stages of Retirement

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalti...
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Stimulus Checks

A stimulus check is a check sent to a taxpayer by the U.S. government. Stimulus checks are intended to stimulate the economy by providing consumers wi...
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According to the Oxford dictionary, benchmarking is defined as “a standard or point of reference against which things may be compared or assessed.”Lar...
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