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.
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
A rollover is the process of moving retirement savings from one retirement plan to another without incurring tax penalties. Financial terms can be confusing, and
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
