Monday, September 22, 2008

Resources to help you cut through investment jargon

Jargon is a barrier to your effective communication with clients. But sometimes it's hard for you to think of a replacement for a term like "secular" that's convenient shorthand for communication among investment professionals.

Google definitions can help 
You can always do a Google search to define terms that may derail your client. For example, inputting "define: credit default swap" will yield some definitions that you can paraphrase for your client's benefit.

But sometimes a Google search doesn't cut the mustard. 

For example, investment strategists often talk about secular trends. But "define: secular trend" yielded no definitions when I tried it recently. And "define: secular" spoke about the term only as the opposite of "religious."

Online investment glossaries fill the gap 
Sometimes an investment glossary comes to the rescue.

Here's what Investopedia says when I input "secular." 

Sometimes it pays to go to investment glossaries.

Here are some options:
Your recommendation? 
What investment glossaries do YOU recommend?
Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success

Check out my website at or sign up for my free monthly e-newsletter.


  1. Here's glossary I've found useful when writing about private equity and venture capital investing:


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