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We hope you enjoyed last year’s 53 Week Challenge, this year we invite you to follow along on our social platforms for new finance terminology and phrases every week on Tuesdays.
Every Tuesday this year we are selecting a finance term or phrase to define and post on our social platforms. We want to help our clients and others have clarity around different terms so they can better understand their investment portfolio and overall financial plan. Below is a list of terms we've already shared this year: