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.

Probate Estate

A portion of an individual's estate that is administered and divided by probate court, typically as indicated in the individual's will. Does not include elements of the person's estate that transferred title during the person's lifetime or that are bound by other legal provisions. (see probate)

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