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.

Emergency Fund

Cash that an individual sets aside for unplanned expenses or emergencies. Some common examples of "rainy day" scenarios include loss of income, car repairs, medical bills, or home repairs. This account is usually separate from the individual's day-to-day checking and savings accounts.

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