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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.

Qualified Retirement Plan

A retirement plan recognized by the IRS under section 401(a) in which investments can accumulate and grow tax deferred. These are often, but not always, sponsored by employers in the form of 401(k) plans, IRAs, 403(b) plans, and pension plans.

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