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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.


Property received as a result of the death of an individual. A probate court will interpret the will and determines inheritance based on each state's unique laws. Inheritance may also be passed by way of trusts or beneficiary designations.

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