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 Securities and Exchange Commission (SEC)?

A government agency created by Congress in 1934 to regulate the securities industry and to help protect investors. The SEC is responsible for ensuring that the securities markets operate fairly and honestly. It also has a role in governing the financial services industry.

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