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.

Life Beneficiary

The person designated to receive income distributions from a trust for their lifetime. This includes interest, dividends, and other periodic payments made on a regular basis, but does not necessarily qualify the person to sell or access the underlying assets of the trust.

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