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 Trust

A trust established by an individual. In the case of a married couple - separate trusts allow the surviving spouse to made amendments and revocations to their separate trust while ensuring their spouses trust remains unchanged. This is espeically useful for couples who were previously married or came into a marriage with property.

< Back to Glossary