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Luke Delorme

How To Decode Investment Advisor Speak

July 6, 2019 by Counter Markets

By Luke F. Delorme As an investment advisor, I can’t help but sometimes fall into the trap of industry lingo. Mea culpa. This is my short list of things I hear way too often in the investment industry, and my honest translation into English. What advisors say: “Your returns were good last year because we maintained exposure to equities.” What it means: “The stock market … [Read more...] about How To Decode Investment Advisor Speak

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