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.

Security

Another name for an investment asset that indicates underlying monetary value. Securities include stocks, bonds, and mutual funds, among others. Personal tangible assets, like cars and houses, are not classified as securities, despite holding monetary value.

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