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 is Per Stirpes?

A method of distributing assets "by branch" of the family. Should any original heir pass prior to the decedent's passing, their share of the estate then passes down to their heirs which ensures the assets stay within his or her "branch" of the family.

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