Financial Industry Speak (Part 2)

 In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Inspiration, Insurance, Motivation, Past, Retirees, Retirement, Risk, Sales

Does this sound like anything you might have heard?  ”We offer the most comprehensive approach in a new paradigm of total portfolio management.  So you don’t have to, we continuously monitor the markets 24/7, using a disciplined rigorous approach and employing dynamic tactical asset management strategies for your benefit, while also bringing strategic asset allocation management to bear on the process.  Our holistic approach relies on top notch research and experienced experts to identify market inefficiencies and capitalize on hard to identify trends.  This is how we deliver amplified risk adjusted returns within a given risk parity framework.  Our forward looking research and due diligence using proprietary modeling maximizes wealth enhancement.”

In case it is not obvious, I made this up.  I am having some fun with how I believe the financial services industry describes the guidance and advice it provides to consumers.  But does this sound a bit like how some firms promote their services?  This would have to be expensive, right?  As you work with your advisor, or the the investment firm that manages your money, I would encourage you to challenge them to explain, in a way you can understand, how they invest and manage your money.

It is your responsibility to verify that you are getting good value for your dollar.  Don’t be fooled by terminology that sounds smart but may not mean much of anything.  One of the quotes on my site is “Everything should be made as simple as possible, but not simpler,” by Albert Einstein.


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    ทดลองเล่นสล็อต BETFLIK ไม่ต้องฝากก่อนเล่น ไม่ต้องมีบัญชีก็เล่นได้ เนื่องจากทีมงาน JOKER GAMING เราได้เตรียมเกมพิเศษไว้ ให้สมาชิกทุกคน สามารถเข้าไปที่ดง เพื่อเล่นได้แล้ววันนี้ เรามีเกมให้เลือกเล่นมากมายไม่ว่าจะเป็น ทดลองเล่น JOKER และ เกมสล็อตอีกหลายค่าย ที่พร้อมให้สมาชิกได้ลองสัมผัสการเล่นสล็อตรูปแบบต่าง ๆ ที่ไม่เหมือนใครก่อน มีเกมมากกว่า 100 เกมให้เล่นBETFLIKหากคุณเล่นแล้วชื่นชอบ คุณสามารถสมัคร เล่นกับเราได้ทันที สมัครขั้นต่ำเพียง 1 บาทเท่านั้น และ สามารถอ่าน รีวิวเกมได้ ที่ รีวิวเกม

  • mega

    หากผู้เดิมพันกำลังหา เว็บเกมดี ไว้เล่นเกม MEGA GAME ขอนำเสนอเว็บไว้เล่นเกมยอดฮิต 3 สล็อตยอดฮิต PG SLOT ที่เข้าไปทดลองเล่นแล้วออกไม่ได้จากค่าย PG SLOT ใหม่ล่าสุด ร่วมสนุก และ เพลินไปกับการเล่นเกมออนไลน์MEGA GAME</a ได้เงินจริงแห่งยุค ลุ้นรางวัลได้ตลอด 24 ชั่วโมง ใน สล็อต PG คนเล่นเยอะที่สุด ค่ายเกมสล็อตออนไลน์ ที่ถือว่ามาแรงมาก ๆ ในปัจจุบัน เราเชื่อว่าหลายคนน่าจะทราบดีอยู่แล้ว ว่าเกมจากค่ายนี้มีให้เลือกหลายรูปแบบ

  • Cezayir Vizesi

    Very nice post

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