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.

What is Inflation?

The average change in prices that consumers pay for a set basket of goods and services. Inflation is considered a risk to investors with longer time horizons because it reduces the purchasing power of their money.

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