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 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.
EBITDA is an acronym standing for Earnings Before Interest, Taxes, Depreciation, and Amortization. A record of the amount of money a company generated during a
Vesting is the process by which an employee earns the right to receive full benefits from a retirement plan after a certain period. Financial terms
Asset Mix is the blend of different types of investments (like stocks, bonds, and cash) in a portfolio. Financial terms can be confusing, and it
