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 Catch-up contribution?

A contribution to one's retirement plan, IRA, or HSA that is only available to those who are older than 50 or 55 (depending on the plan type). This contribution limit allows the individual to contribute additional funds to the applicable account, over and above the standard contribution limit available to all ages.

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