A bond is a fixed-income investment instrument which represents a loan made by an investor to a borrower. Typically, corporate or governmental.
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.
Small-cap is the market capitalization of the stocks of companies with market values less than $3 billion. Financial terms can be confusing, and it can
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
A time horizon is the length of time an investor expects to hold an investment before needing the money. Financial terms can be confusing, and
