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.

Marital Deduction

A deduction allowing assets to be passed to a spouse free of gift or estate taxes. Assets not taxed in passing to the spouse would be taxed when the spouse passes them to a non-spouse recipient, either by gift or through their estate upon death.

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