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.

Tenancy in Common

An asset owned by more than one party in which one owner's share of the property does not pass to the other owner(s) upon death; rather, the share passes to the beneficary as designated in the owner's will.

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