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.

Revocable Trust

A type of trust in which the title of property is transferred to the trustee during the lifetime of the person who established the trust (typically the donor), but can also be revoked by the donor at any point. The assets in the trust are not transferred to the beneficiary of the trust until the death of the donor.

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