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 Cash flow statement?

A statement used by both individuals and companies to show cash inflows and outflows. For personal financial planning, the cash flow statement includes earnings and other sources of household income, as well as outlfows for taxes, liabilities, spending, gifting, and savings.

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