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.

Joint Tenancy with Right of Survivorship

A method of titling an asset wher two or more owner's share equal interests in the asset. If one owner dies, their interest is automatically passed equally to the remaining owner(s).

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