My F&M
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.

Social Security

A social insurance program that provides retirement, disability, and survivor benefits to qualified individuals. Qualification for benefits is determined differently per benefit, but is often predicated on years worked and/or annual earnings over an individual's entire career.

< Back to Glossary