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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.


Transferring ownership of an asset from one person or entity to another for free, or in exchange for compensation valued lower than the fair market value (FMV) of the asset given.The difference between the FMV of the asset and the compensation recieved is considered a gift. Gifts can be in the form of cash, stock, real estate, equity ownership in a business, and more.

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