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.

Beneficiary

In financial planning, a beneficiary refers to an individual or entity who is entitled to distributions from an account. Examples include retirement accounts, trusts, life insurance policies, or wills.

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