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.

Residual Estate

The balance of an estate after taking into account any gifts, distributions and estate expenses. Also used to referr to assets of any estate not accounted for specifically through trust, beneficiaries, or other assigments that may become part of the probate process.

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