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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 Will

A legal document containing wishes prepared during a person's life that indicate desires as to medical treatment, particularly life-sustaining measures, should the person be incapacitated to the point of being unable to provide consent or refusal.

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