A contribution limit is the maximum amount that can be contributed to a retirement account in a given year.
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.
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
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
Diversification is a strategy that involves spreading investments across various financial instruments, industries, and other categories to reduce risk. Financial terms can be confusing, and
