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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.

Filing Status

Based upon household structure and determines an individual's tax rates, tax brackets, deductions, and eligibility for credits. The main categories include Single, Head of Household (for a single adult with legal dependents), Married Filing Joint, and Married Filing Separate.

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