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 is Funding?

In the context of estate planning, trusts, and estate documents: moving assets into the name of a trust, such that the trust and not the individual, is the legal owner of the assets. Some trusts are funded immediately after creation. Other trusts are created but are not funded until a triggering event (such as death or incapacity of the grantor).

< Back to Glossary