A time horizon is the length of time an investor expects to hold an investment before needing the money.
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.
Tax-deferred refers to investments for which taxes are not paid until funds are withdrawn, rather than paying taxes upfront when the contribution is made.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
A bull market is any market in which prices are advancing in an upward trend. In general, someone is bullish if they believe the value
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
