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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.


A type of insurance contract that allows for the incremental or lump sum investment of funds and yields a future source of regular payments. They are generally used to fund retirement income to prevent an individual from outliving their assets. Common types of annuities include fixed, indexed, and variable annuities.

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