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.

Taxable Income

The amount of money earned in a year that is actually subject to tax, after accounting for adjustments and deductions. Tax brackets are applied to taxable income when determining total tax liability for the year.

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