Capital gain is an increase in the value of an asset or investment above the price you initially paid for it.
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.
A fiduciary is a person or organization that acts on behalf of another person, putting their clients’ interests ahead of their own, with a duty
Appreciation is the increase in value of a financial asset. Financial terms can be confusing, and it can be difficult to know how they apply
A recession is a downturn in economic activity, defined by many economists as at least two consecutive quarters of decline in a country’s gross domestic
