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Jargon Watch: 9 Buzzwords to Avoid
In order to be more transparent, financial advisors should strive to eliminate jargon when conversing with clients, argued Kimberly Foss, founder and president of Empyrion Wealth Management in Roseville, Calif., in a recent Financial Planning column. Among the offenders she cited: adding alpha, yield curves, basis points and efficient frontiers.


We asked a few advisors to add the buzzwords that they thought confused clients -- and to offer us alternative phrasings where possible. Click through to see their list, or read Foss’ full column here. -- Kayan Lim


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