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.

Cliff Vesting Schedule

When an employee becomes fully vested in a company benefit on a single specified date, rather than becoming partially vested in increasing amounts of the benefit over a period of time.

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