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.

Charitable Lead Trust

An irrevocable trust that provides a potential income stream to charities for a stated period of time. Any value remaining in the trust after the income distribution period goes to the beneficiaries of the trust. This instrument does provide for potential charitable deductions on the grantor’s taxes. Considered the inverse of a charitable remainder trust.

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