Financial Jargon

Passive investing is a hands-off approach to money management. Find out what type of investor is best suited for this strategy and if it's really better than an actively managed portfolio.

ESG stands for environmental, social and governance. This trend is taking the financial world by storm. In this episode, we share what you need to know about ESG Investing, its impact on the markets, and how you can get involved.

Learn the history of the Roth IRA and how you can start using one to build tax-free retirement savings.

In this episode, we define Risk Tolerance and share why it's critical to understand your personal risk number before making any more investment decisions.

Congress recently approved the SECURE Act. This new law will affect nearly every individual in or nearing retirement. In this episode, we break down major parts of the SECURE Act that will change your retirement plan.

In this inaugural episode of Financial Jargon, we start breaking down barriers with what roles a financial advisor should have in your life, the differences between financial advisors (not all advisors are created equal), typical fees that financial advisors charge, and why this all matters to you.

Welcome to the Financial Jargon podcast, where we seek to break down the wall between investors and financial advisors.