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.
A fiduciary is a person or organization that acts on behalf of another person, putting their clients’ interests ahead of their own, with a duty
A recession is a downturn in economic activity, defined by many economists as at least two consecutive quarters of decline in a country’s gross domestic
Valuation is the process of determining the current worth of an asset, company, or liability; typically needed for the merge, sale or funding of a
