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.
A bull market is any market in which prices are advancing in an upward trend. In general, someone is bullish if they believe the value
Preferred stock are ownership shares in a firm which represents the right to claim income from the company’s operations, and which hold a higher claim
An expense ratio is the ratio between a mutual fund’s operating expenses for the year and the average value of its net assets. Financial terms
