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.

What does Per Capita mean?

A method of distributing the estate so that the estate assets are equally distributed among each surviving heir in the same generation. Should one heir pass away prior to the decedent's passing, the estate assets should be split among remaining heirs in the same generation.

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