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.

Growth Fund

A fund that invests primarily in stocks of companies that are expected to grow at a higher rate than market average. These stocks are typically more volatile than value stocks, do not pay a dividend, and have a higher P/E.

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