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.

Inheritance Tax

Also called a legacy or succession tax, this type of tax must be paid by the beneficiary of an estate, i.e., by someone who inherits property from the estate of someone who passed away. (see inheritance)

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