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Glossary of Financial Terms: 15 Must-Know Definitions

FICO Score? Asset Allocation? Mutual Funds? What do all these financial terms actually mean?

When it comes to making the best financial decisions for you and your family, it’s important to know the basics. That’s why we’re providing 15 must-know definitions you can use to make more informed financial decisions.

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Solid Financial Footing

https://youtu.be/_d5Vj7cRmL4 What are some steps you can take towards creating a solid financial footing for you and your family?  Advisor,

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Healthy Holiday Spending

One practical way to have healthier Holiday spending is by narrowing down the things your family wants for Christmas into four simple categories.

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Charitable Giving Series Part 1: A Family DAF

If you’re charitably inclined, it’s wise to still be strategic in the way you give dollars – both because of the implications on your own tax liability as well as the cash flow of the organizations you care about most.

That’s why a Donor Advised Fund can be such an amazing tool. It opens up opportunities to take advantage of strategies like the gifting of appreciated stock or “bundling” gifts, and giving more intentionally as a family or as opportunities present themselves throughout the year.

In this video, hear from Wealth Advisor David Kern as he unpacks the impact a Donor Advised Fund can have in your financial plan.

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Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WQC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data-to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of WQC by any of its clients.

ANY QUESTIONS: WQC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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 Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff

Latest Episode of The Rich Life Podcast

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