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106 Things We Do For Clients, No. 73

No. 73 of 106 Things We Do For Clients

Serve as a human glossary of financial terms such as Modern Portfolio Theory, asset allocation, FLPs, P/E ratio, and asset class diversification.

Every discipline has its own language. Investment advising and financial planning are no different. We will help you understand all the acronyms, shorthand, and financial slang you read in financial periodicals or hear on the news. Our clients tell us that our patience in making the complex simple helps them step from the darkness into the light. And, yes, occasionally we will be guilty of slipping into our mother tongue. When we do, please know that a gentle nudge from you will be all it takes to get us back to making the foreign language of finance more understandable.

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