Asset allocation is an investment strategy which attempts to balance risk verses reward by adjusting investment assets.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
Compound interest is the interest on a loan or deposit calculated based on both the initial principal and the accumulated interest from previous periods. Financial
A bond is a fixed-income investment instrument which represents a loan made by an investor to a borrower. Typically, corporate or governmental. Financial terms can
Valuation is the process of determining the current worth of an asset, company, or liability; typically needed for the merge, sale or funding of a
