Drawdown
A drawdown is the decline in value from an investment’s peak to its lowest point before it begins to recover.
A drawdown is the decline in value from an investment’s peak to its lowest point before it begins to recover.
A time horizon is the length of time an investor expects to hold an investment before needing the money. Financial
Asset Mix is the blend of different types of investments (like stocks, bonds, and cash) in a portfolio. Financial terms
Vesting is the process by which an employee earns the right to receive full benefits from a retirement plan after
A fiduciary is a person or organization that acts on behalf of another person, putting their clients’ interests ahead of
Catch-up Contributions are additional contributions allowed for individuals aged 50 and older to save more for retirement. Financial terms can
A rollover is the process of moving retirement savings from one retirement plan to another without incurring tax penalties. Financial
A contribution limit is the maximum amount that can be contributed to a retirement account in a given year. Financial
A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the