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Take Control of Your Money

The wealth management process is a comprehensive approach to managing your money life. It includes all aspects of your finances, including investments, taxes, insurance, and estate planning.

Are you confident in your ability to handle your wealth? Does that answer change depending on what's going on in your life?

Would a glossary of  investment terms help you feel a little more confident?

Download the Oracle's Financial Glossary

Know what your financial advisors are talking about

When it comes to your finances, it's important to know what your financial advisors are talking about. With The Money Oracle's Investment Glossary, you'll be able to discover key terms and concepts that will help you better understand your money journey.

  • Find out how the popular money terms can help you in your daily life and future success.
  • Discover the meaning of each term using short definitions that are easy to understand.
  • Find out what is a time weighted rate of return.
  • Find out the difference between a bull and bear market.
  • Learn what each kind of money professional you may be hearing about does and how they can help you.

Discover who you should talk to next on your money journey

It can be tough to know who to talk to and where to get started. But don't worry, the Money Mother Bear is here to help!

One of the best places to start is by talking to a financial adviser. A financial adviser can help you create a wealth management plan and make you feel more calm with your situation.

Then, after you've seen the work involved in managing your money, you can decide for yourself if you want someone else to help manage your accounts. This glossary will help you see your options and make the decision that's best for you.

Understand what you own in your portfolio

Use this Investment Glossary to understand the different types of investments that you may own or be considering for your portfolio.

You'll get an overview of how each product works including: assets, core holdings, stocks, Exchange traded funds, and more!

  • Stocks vs. Bonds vs. Mutual Fund
  • Find out about Exchange Traded Funds (ETFs)?
  • You'll also learn what Core Holdings are and why they might be useful.

Find out how to plan your next step on your money journey

Out of all the things you know you need to do financially, it can be hard to find the right next step.

Use this Investment Glossary as a guide to understand the different types of financial advice and products that are available to you. With this knowledge, you'll be able to make more informed decisions about your next steps on your money journey.

Download your copy of the

Money Mother Bear's Investment Glossary