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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.


A person (or multiple people) who place assets into a trust. When the grantor places the assets in the trust, they become the property of the trust and controlled by the trustee. Frequently, the grantor and the trustee are the same person during the grantor's life. A grantor may also place assets into an irrevocable trust; in that situation, the grantor is generally responsible for any gift taxes due as a result of the transfer of assets to the trust.

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