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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.

Asset Allocation

Spreading your investments across asset categories (e.g., stocks, bonds, cash or cash equivalents) to help minimize risk. Different asset classes are affected differently by changing financial and economic conditions. Allocating assets across different categories does not eliminate risk entirely but does have the potential to mitigate losses.

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