Decoding Financial Jargon Part 2 (Ep. 118)

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 Decoding Financial Jargon Part 1 (Ep. 117) Connect with Peter:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group Twitter: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule Time with Peter Book a Call 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.