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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.

Exempt Property

In the event of personal bankruptcy, this type of property is protected against seizure by creditors and often includes clothing, home furnishings, retirement plan savings, and portions of home or auto equity.

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