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 State

The opposite of a community property state or a state that reconizes property obtained or owned prior to our outside of the marriage. Upon divorce, these assets may return to the individual who originally brought them into the marriage in a fair and equitable manner.

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