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.
Equity is the ownership interest in a property that may be offset by debts or other liabilities. Financial terms can be confusing, and it can
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
Capitalization is the market value of a company, calculated by multiplying the number of shares outstanding by the price per share. Financial terms can be
