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 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.
Liquidity is the efficiency or ease with which an asset or security can be converted into ready cash without affecting its market price. Financial terms
Capital gain is an increase in the value of an asset or investment above the price you initially paid for it. Financial terms can be
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
