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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 Amortization?

The process of reducing the value of a loan or an intangible asset, including patents, trademarks, and copyrights, that is listed on the accounting books. For example, your mortgage loan is amortized, and the loan principal is reduced as you make your payments over time.

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