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.
A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the account holder’s death. Financial terms
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
A recession is a downturn in economic activity, defined by many economists as at least two consecutive quarters of decline in a country’s gross domestic
