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.
Income replacement ratio is the percentage of pre-retirement income that is needed to maintain the same standard of living in retirement. Financial terms can be
Capitalization is the market value of a company, calculated by multiplying the number of shares outstanding by the price per share. Financial terms can be
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
