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.

Gross Estate

The full amount of property and assets owned by an individual on the date of their death. This is the beginning figure of the estate calculation, which is subject to a few adjustments before ultimately determining if the individual will owe any Estate Tax.

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