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.

Marginal Tax Rate

The tax rate, expressed as a percentage, that applies to the final dollar of a taxpayer's income. This varies based on income due to the progressive nature of U.S. tax brackets. This differs from the effective tax rate and cannot be used to quantify the amount of tax paid on every dollar of taxable income. (see effective tax rate)

< Back to Glossary