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.

Principal (Estate Planning)

The real property and personal property in a trust to be used for the benefit of trust beneficiaries, either through distribution or income generation In the trust, the grantor specifies how and when the trustee can use the principal.

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