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.

Living Trust

A legal document (the Trust) put into place by an individual or group of individuals. This individual or group of individuals is referred to as the Grantor. A Living Trust (as opposed to an Irrevocable Trust) can be changed and updated by the grantor throughout their lifetime. A Living Trust allows assets (investments, real estate, business interests) to pass to pre-determined people ("Beneficiaries") upon the Grantor's death. Similar to a Revocable Trust.

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