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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.


SALT taxes are State And Local Taxes (for example, property taxes, sales taxes, state and local income taxes) that can be deducted from federal taxable income if an individual itemizes their deductions. These are currently capped at $10,000 per year.

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