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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.

No-contest Clause

A clause that discourages a beneficiary from challenging the terms of the will. This is usually done by stating that a beneficiary who challenges the document and loses will be entitled to nothing. Various states are more or less likely to enforce no-contest clauses

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