Financial Terms & Definitions

If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.

From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

What is Adjusted gross income?

Referred to as AGI. It is calculated by subtracting certain adjustments from gross income. This figure is part of the process of calculating an individual's taxable income for IRS purposes. AGI is also used to determine eligibility for various IRS benefits and government programs.

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