How We Can Help You Make Sense of it All
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At Joslin Rhodes, We Speak Your Language
Retirement planning shouldn’t feel like learning a new language. Yet, when it comes to Pensions, Estate planning, Equity Release and taxes, the jargon can make things confusing.
We’re here to change that. This straight-talking guide explains key terms in plain English, so you can feel confident in your knowledge – and your future.
Rebalancing
Over time, your asset mix may drift from your target. Rebalancing means adjusting your investments periodically to maintain your desired mix.
Inflation
The rise in the cost of goods and services over time, which reduces the value of money.
Asset Allocation
This is simply the mix of different types of investments – like stocks, bonds, and cash. The right mix helps balance risk and return for your retirement goals.
Diversification
Spreading your investments across different assets and sectors to reduce risk.
Risk Tolerance
How much risk are you willing to take? This determines whether you lean towards safer investments (like bonds) or more growth-focused ones (like equities).