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 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 fiduciary is a person or organization that acts on behalf of another person, putting their clients’ interests ahead of their own, with a duty
Capital gain is an increase in the value of an asset or investment above the price you initially paid for it. Financial terms can be
An annuity is a financial product that pays out a fixed stream of payments to an individual, typically used as an income stream for retirees.
