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.

Irrevocable Trust

A type of trust that generally cannot be amended or changed after it is created. This is in contrast to a revocable trust which as the name implies, can be 'revoked' by the grantor at any time. Irrevocable trusts remove assets from the estate of the grantor and can be very strategic in estate planning proceedings.

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