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.
Preferred stock are ownership shares in a firm which represents the right to claim income from the company’s operations, and which hold a higher claim
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
Asset allocation is an investment strategy which attempts to balance risk verses reward by adjusting investment assets. Financial terms can be confusing, and it can
