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.

Defined Contribution Plan

The employee can contribute a fixed percentage or dollar amount to this plan through payroll, and the employer may match up to a certain percentage or dollar amount. A retirement plan where an employee and/or employer contribute to an employee's retirement account. While the contributions are fixed, the future benefits vary based upon investment performance.

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