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.

Pour-Over Will

A type of will that ensures any remaining assets will transfer to a previously established trust upon an individuals passing. This helps avoid probate on any assets that were not previously granted to the trust.

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