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 company.
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.
Inflation is a general increase in prices and fall in the purchasing value of money. Financial terms can be confusing, and it can be difficult
Liquidity is the efficiency or ease with which an asset or security can be converted into ready cash without affecting its market price. Financial terms
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
