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 bond?

A tradeable fixed income security where the borrower (e.g, corporation, government, or municipality) pays the investor a fixed amount of money over the life of the loan, plus interest.

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