Small-cap is the market capitalization of the stocks of companies with market values less than $3 billion.
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.
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
Tax-deferred refers to investments for which taxes are not paid until funds are withdrawn, rather than paying taxes upfront when the contribution is made. With
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
