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 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.
EBITDA is an acronym standing for Earnings Before Interest, Taxes, Depreciation, and Amortization. A record of the amount of money a company generated during a
Tax-deferred refers to investments for which taxes are not paid until funds are withdrawn, rather than paying taxes upfront when the contribution is made. With
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
