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.

Bond Rating

A letter-based way to determine the credit quality of a bond. Higher rated bonds are considered less risky and are likely to have lower interest rates. Standard & Poor's, Moody's Investors and Fitch Ratings are the agencies that provide bond ratings.

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