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 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
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
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
