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.

Profit-Sharing Plan

A type of retirement plan sponsored by the employer that gives employees a percentage of the company's profit based on how well the company performs. The percentage may be in stock or cash. This plan is often combined with a 401(k) plan.

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