The Financial Dictionary

There are a number of financial terms that are not commonly used elsewhere that sometimes cause confusion. This week we open the “financial dictionary” to discuss what some of these terms mean and help to put them in context. As you listen in, you may want to take note of these terms and determine how they may apply to you. If you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. Remember to click the “Share” button to share our podcast with friends, family and colleagues.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.