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.

Healthcare Proxy

A person selected in advance, and named in a written legal document, empowered to make medical decisions on behalf of another individual if that individual is incapable of making medical decisions on their own. Their incapacity could be due to physical constraints or a declaration of being mentally unfit.

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