Large-cap is the market capitalization of the stocks of companies with market values greater than $10 billion.
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.
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
Tax-deferred refers to investments for which taxes are not paid until funds are withdrawn, rather than paying taxes upfront when the contribution is made.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
Small-cap is the market capitalization of the stocks of companies with market values less than $3 billion. Financial terms can be confusing, and it can
