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 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.
Income replacement ratio is the percentage of pre-retirement income that is needed to maintain the same standard of living in retirement. Financial terms can be
Diversification is a strategy that involves spreading investments across various financial instruments, industries, and other categories to reduce risk. Financial terms can be confusing, and
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
