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.

Shareholder Equity

The equity remaining in a business after subtracting all liabilities from assets. Represents the owners' and/or shareholders' right to those assets. (see ownership equity)

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