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.

Risk Tolerance

An assessment of an investor's ability to handle a decline in their portfolio during down markets. This is one of the core variables in determining a client's asset allocation. (see asset allocation)

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