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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.


A way to measure a bond's price sensitivty to changes in interest rates. A higher duration bond is more sensitive to interest rate changes than a lower duration bond, and thus bears more interest rate risk than a lower duration bond.

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