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.

Separate Property

Property owned exclusively by one spouse that is not divisible between the two spouses in the event of a divorce. The definition of separate vs. community property varies by state, but separate property often includes property obtained prior to the marriage, inheritances, or gifts to only one spouse.

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