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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.

What are Factors (in investing)?

Characteristics academically and/or empirically linked to higher returns over a particular time horizon. Extensive in diversity and efficacy, factors fall within many categories, with the most common being macroeconomic, like inflation rate, GDP growth, and unemployment rate; fundamental, like style, size, and quality; and statistical, like momentum. Investment strategies that incorporate factors can focus on a specific factor or can capture a variety of factors to enhance diversification.

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