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...
Financial Jargon
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About
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.
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...
Cryptocurrency
A digital currency in which encryption techniques are used to regulate the generation of units of currency and verify the transfer of funds, operating...
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 ...
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...
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...
Entity Selection
"The secret to getting ahead is getting started!” - Mark TwainBusiness Entity means any entity recognized by law through which business is conducted, ...
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...
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...
Benchmarking
According to the Oxford dictionary, benchmarking is defined as “a standard or point of reference against which things may be compared or assessed.”Lar...