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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.

Standard Deduction

Every taxpayer is allocated a minimum amount of annual earnings that will not be subject to tax. This amount is deducted from the taxpayer's Adjusted Gross Income prior to calculating taxes due. The deduction fluctuates with filing status, age, and whether or not the taxpayer is blind.

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