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 are Current assets?

Assets that are expected to be sold by a business over the course of the next year. These assets include cash, cash equivalents, inventory, accounts receivable, liquid assets, liquid securities, and pre-paid liabilities.

< Back to Glossary