Do you know the difference between large cap and small cap funds? What are basis points? This episode will discuss various financial jargon to help translate what these really mean.
Read more and get additional financial resources here: http://petersonfg.com/translating-financial-jargon/
What we discuss on this episode:
0:47 - Sometimes financial jargon comes up.
1:30 - What is asset allocation?
2:55 - What is your risk tolerance?
5:47 - What are basis points?
6:26 - What’s small cap, mid cap, and large cap?
7:22 - What are qualified accounts?
お客様へのおすすめ
