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.

Nuncupative Will

Also known as an "oral will" or "deathbed" will, this type of will is delivered verbally - generally in front of a sufficient number of witnesses and must be written down as soon as possible. Many jurisdictions do not recognize nuncupative wills except in "emergency" cases. A nuncupative will would never supersede a written will.

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