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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.

What is the S&P 500 Index?

A passive, market capitalization-weighted index of 500 stocks comprised of large U.S. companies in leading industries. This index provides a broad look at the large U.S. equity market and its aggregated stock performance.

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