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.

Insurance Trust

An irrevocable trust set up to hold a life insurance policy which allows the grantor (and previous owner of the policy) to exempt the value of the life insurane policy from their taxable estate.

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