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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 appointed by an outside party to manage "the personal affairs of the child, elderly person, or incapacitated individual such as medical needs, nutrition, rent, and transportation." Guardians are usually named in the will(s) of a parent or other current guardian. Some guardians are named or appointed by a court if a close family member or next of kin is unavailable or has not previously been designated in writing. Designating a Guardian you approve of is important because they may be responsibile for making decisions around medical procedures, education, or where to live.

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