Archives for Retirement Planning

WEALTH MANAGEMENT TERMS

WEALTH MANAGEMENT TERMS

FREQUENTLY USED TERMS We provide this list in order to improve your understanding of financial terms and concepts.   This will enable you, the client, to make more informed decisions and fully utilize your advisor interactions while fulfilling our commitment to transparency and clear communication. FIDUCIARY A person or entity legally appointed and authorized to manage assets in trust for another party. The fiduciary must manage the assets with the best interest of the asset owning party at all times. FORMULA INVESTING Investing by rigid adherence to a formula, which governs both asset allocation and timing. Quantitative Trading – Trading strategies

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Understanding financial concepts and money management can be intimidating, but it doesn't need to be. At RNA Financial, we provide financial strategies that are easy to understand and more importantly, easy to execute so that you can begin securing your financial future today. If you have questions about your financial future, we're here to help and welcome the opportunity to work with you to craft a financial plan that is as unique as you are.