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.

Summary Plan Description

A document required by ERISA to be given to employees who participate in employer-provided retirement or health plans. This document details who is eligible under the plan, benefit coverage, and vesting schedules. (see ERISA)

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