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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.


Within Estate Planning, Income refers to money generated by the assets of the estate. This often occurs in the form of interest, dividends, and the net gain or loss from the operation or sale of a business or real property.

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