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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.

Money Market Fund

A mutual fund that primarily aims to preserve capital while earning income. Money market funds typically invest in short-term, high-quality fixed income securities. Purchased money market funds are directly bought by the investor, often as a place to store cash while maintaining some yield. Sweep money market accounts are provided by brokerage firms by default to hold proceeds from the sale of securities, as well as dividends and interest, and can also earn income.

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