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 a Balance sheet?

A statement that shows what an individual owns in the form of assets and liabilities. The statement subtracts total liabilities from total assets to calculate net worth. Also referred to as the Net Worth Statement.

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