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Glossary

Opportunity Cost

Definition

Opportunity cost is the value of the best alternative given up when a choice is made — what the money or time could have earned elsewhere.

Cash held in a zero-interest account has an opportunity cost equal to what a money market fund or invested portfolio would have paid. An expensive fund's opportunity cost is the cheaper equivalent's return. The cost is real but invisible: it never appears on any statement.

Why it matters in practice

Most long-term financial damage is opportunity cost rather than loss — decades of uninvested savings, unclaimed 401(k) matches, or high fees quietly compounding. Framing decisions as comparisons ("this, instead of what?") surfaces it: a $10,000 purchase at age 30 is also a choice not to hold what that sum could become by 65. The concept argues for defaults that keep money working automatically.

Related terms: Compound Interest · Expense Ratio · Money Market Fund · Liquidity

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.