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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.

Capital Loss

When a capital asset is sold for less than the purchase price. The loss is determined by subtracting the purchase price (i.e. cost basis) from the sale proceeds. In calculating taxes, capital gains can be offset by capital losses, reducing taxable gains by the amount of capital losses. (see capital gain)

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